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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1426
Disciplina Capital Management
Tennessee
$40.6K +$38.9K +113 New
SC
1427
Stephens Consulting
Michigan
$40.2K +$38.5K +112 New
SWA
1428
SOA Wealth Advisors
New York
$40K – – –
CHC
1429
City Holding Co
West Virginia
$37K – – –
CM
1430
Caption Management
Oklahoma
$37K +$34.4K +100 New
VNA
1431
Valley National Advisers
Pennsylvania
$36K -$688 -2 -2%
ATC
1432
Adirondack Trust Company
New York
$34K -$54.4K -158 -63%
JEST
1433
JTC Employer Solutions Trustee
Jersey
$33K – – –
BIA
1434
Bell Investment Advisors
California
$33K +$1.38K +4 +5%
NICM
1435
Neo Ivy Capital Management
New York
$33K +$32K +93 New
SIC
1436
SJS Investment Consulting
Ohio
$33K +$32K +93 New
CH
1437
Canton Hathaway
Rhode Island
$32K – – –
GG
1438
Gleason Group
Kentucky
$32K – – –
ODG
1439
O'Dell Group
Ohio
$32K – – –
VRM
1440
Vectors Research Management
New York
$32K – – –
CFCI
1441
Comprehensive Financial Consultants Institutional
Indiana
$30K +$35.8K +104 New
SWA
1442
Sutton Wealth Advisors
Florida
$29.1K +$1.03K +3 +4%
HI
1443
Hudock Inc
Pennsylvania
$29K – – –
IPW
1444
IronBridge Private Wealth
Texas
$29K – – –
RDFA
1445
Ritter Daniher Financial Advisory
Ohio
$28K – – –
SBL
1446
Sargent Bickham Lagudis
Colorado
$28K – – –
WWM
1447
Wolff Wiese Magana
California
$28K +$19.3K +56 +267%
AWA
1448
Amplius Wealth Advisors
Pennsylvania
$28K +$26.8K +78 New
SFO
1449
Standard Family Office
South Dakota
$27K +$25.8K +75 New
HF
1450
Halpern Financial
Virginia
$26.9K +$25.8K +75 New
56 57
58
59 60