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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1351
PrairieView Partners
Minnesota
$54K – – –
BCMLT
1352
Beacon Capital Management LLC (Tennessee)
Tennessee
$54K +$52.6K +180 New
AP
1353
Atwood & Palmer
Missouri
$51K – – –
HIM
1354
Hillsdale Investment Management
Ontario, Canada
$48K -$628K -2,148 -93%
GAM
1355
Gemmer Asset Management
California
$48K -$19.6K -67 -29%
CAC
1356
Core Alternative Capital
Georgia
$46K +$38.9K +133 +739%
CSB
1357
City State Bank
Iowa
$45K – – –
CDIA
1358
Capital Directions Investment Advisors
Georgia
$43K +$41.2K +141 New
BDWM
1359
Brewin Dolphin Wealth Management
Ireland
$42K – – –
LCM
1360
Logan Capital Management
Pennsylvania
$42K – – –
HR
1361
Howe & Rusling
New York
$41K – – –
KTC
1362
Kistler-Tiffany Companies
Pennsylvania
$41K – – –
SA
1363
SRH Advisors
Kansas
$41K – – –
FA
1364
Financial Avengers
California
$39K -$5.84K -20 -13%
BBPWM
1365
Blue Bell Private Wealth Management
Pennsylvania
$38K -$2.92K -10 -7%
CHC
1366
City Holding Co
West Virginia
$38K – – –
FCFS
1367
First Command Financial Services
Texas
$38K – – –
VNA
1368
Valley National Advisers
Pennsylvania
$38K +$7.6K +26 +26%
FCB
1369
First Command Bank
Texas
$38K +$24.5K +84 +200%
DCM
1370
Disciplina Capital Management
Tennessee
$36.5K +$2.34K +8 +7%
RWM
1371
Raffa Wealth Management
District of Columbia
$36.2K – – –
PHK
1372
Point72 Hong Kong
Hong Kong
$36K -$4.62M -15,808 -99%
CT
1373
Cambridge Trust
Massachusetts
$36K -$34.2K -117 -49%
TCWA
1374
Ten Capital Wealth Advisors
Washington
$36K -$23.7K -81 -40%
RFWA
1375
RPg Family Wealth Advisory
Massachusetts
$35.3K -$10.5K -36 -24%
53 54
55
56 57