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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
IGWM
1526
ICA Group Wealth Management
Colorado
$4.1K -$991K -3,276 -100%
JGIA
1527
Jackson Grant Investment Advisers
Connecticut
$4.1K – – –
CMP
1528
Coston McIsaac & Partners
Maine
$4K – – –
DCBT
1529
Dakota Community Bank & Trust
North Dakota
$3.76K – – –
M
1530
MOTCO
Texas
$3.76K +$3.33K +11 New
CAS
1531
Coppell Advisory Solutions
Texas
$3.72K +$3.33K +11 New
NC
1532
NewSquare Capital
Pennsylvania
$3.42K -$7.87K -26 -72%
LIM
1533
Longfellow Investment Management
Massachusetts
$3.42K – – –
FCA
1534
FinTrust Capital Advisors
South Carolina
$3.19K – – –
CTA
1535
Colonial Trust Advisors
South Carolina
$3.08K – – –
DI
1536
Disciplined Investments
Oklahoma
$3.08K – – –
GFPC
1537
Global Financial Private Client
Florida
$3.02K – – –
PS
1538
PayPay Securities
Japan
$2.74K -$1.21K -4 -33%
SIC
1539
SJS Investment Consulting
Ohio
$2.39K +$605 +2 +40%
FSWA
1540
Financial Synergies Wealth Advisors
Texas
$2.05K – – –
HFM
1541
Hartford Financial Management
Connecticut
$2.05K – – –
GJIA
1542
Glass Jacobson Investment Advisors
Maryland
$2.05K +$1.81K +6 New
BG
1543
Bollard Group
Massachusetts
$2K +$1.51K +5 New
HS
1544
Horan Securities
United States
$1.71K – – –
TAM
1545
Tucker Asset Management
Colorado
$1.71K -$303 -1 -17%
USB
1546
Union Savings Bank
Connecticut
$1.62K +$1.51K +5 New
CCA
1547
Column Capital Advisors
Indiana
$1.03K – – –
CTB
1548
Country Trust Bank
Illinois
$1.03K – – –
GWSA
1549
Global Wealth Strategies & Associates
Colorado
$1.03K – – –
SWA
1550
SOA Wealth Advisors
New York
$1.03K – – –
60 61
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63 64