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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
RFWA
1401
RPg Family Wealth Advisory
Massachusetts
$55K – – –
CFD
1402
Creative Financial Designs
Indiana
$54K -$99.1K -288 -66%
FA
1403
Financial Avengers
California
$54K – – –
KC
1404
Knuff & Co
California
$54K – – –
CSB
1405
City State Bank
Iowa
$54K +$51.6K +150 New
QC
1406
Quent Capital
New York
$53K +$50.6K +147 New
JWM
1407
Janiczek Wealth Management
Colorado
$52K +$10.7K +31 +27%
BDWM
1408
Brewin Dolphin Wealth Management
Ireland
$50K – – –
LCM
1409
Logan Capital Management
Pennsylvania
$50K – – –
SFM
1410
Signet Financial Management
New Jersey
$50K +$47.5K +138 New
KTC
1411
Kistler-Tiffany Companies
Pennsylvania
$49K – – –
SA
1412
SRH Advisors
Kansas
$49K – – –
PWMG
1413
Prestige Wealth Management Group
New Jersey
$49K +$4.47K +13 +11%
HR
1414
Howe & Rusling
New York
$49K +$46.4K +135 New
BBPWM
1415
Blue Bell Private Wealth Management
Pennsylvania
$49K +$46.8K +136 New
NL
1416
NKCFO LLC
Illinois
$49K +$47.1K +137 New
MCM
1417
MV Capital Management
Maryland
$47K +$14.4K +42 +47%
FCFS
1418
First Command Financial Services
Texas
$45K – – –
RWM
1419
Raffa Wealth Management
District of Columbia
$43.1K – – –
RCM
1420
Regency Capital Management
Hawaii
$43K -$50.6K -147 -55%
FCB
1421
First Command Bank
Texas
$42K -$28.9K -84 -67%
GI
1422
Gradient Investments
Minnesota
$42K +$12.4K +36 +44%
RIA
1423
Richwood Investment Advisors
Ohio
$42K +$40.3K +117 New
CCM
1424
Cribstone Capital Management
Maine
$41K – – –
RIM
1425
Rockbridge Investment Management
New York
$41K – – –
55 56
57
58 59