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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1601
SRH Advisors
Kansas
$53.9K – – –
BWL
1602
Bogart Wealth LLC
Virginia
$53.5K – – –
GA
1603
GoalVest Advisory
New York
$53.5K +$4.16K +11 +9%
JFGIW
1604
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$52.3K – – –
TWD
1605
True Wealth Design
Ohio
$51.5K +$756 +2 +2%
FA
1606
Financial Avengers
California
$51.3K – – –
CHC
1607
City Holding Co
West Virginia
$50.3K – – –
BBPWM
1608
Blue Bell Private Wealth Management
Pennsylvania
$48.3K +$756 +2 +2%
NS
1609
NBC Securities
Alabama
$48K +$11.7K +31 +34%
TFA
1610
Toth Financial Advisory
Virginia
$47.9K -$11K -29 -19%
RFS
1611
Richardson Financial Services
Massachusetts
$45.9K +$43.5K +115 New
DMBA
1612
Deseret Mutual Benefit Administrators
Utah
$45.1K – – –
GKIM
1613
GW&K Investment Management
Massachusetts
$45K -$756 -2 -2%
NMM
1614
Naples Money Management
Florida
$44.7K – – –
CYG
1615
Clean Yield Group
Vermont
$43.1K – – –
CPG
1616
Cornerstone Planning Group
New Jersey
$41.2K -$21.5K -57 -35%
IFAM
1617
Institutional & Family Asset Management
Colorado
$40.7K -$1.36M -3,602 -97%
MCA
1618
Maryland Capital Advisors
Maryland
$39.9K – – –
CAL
1619
Capital Advisors Ltd
Ohio
$38K +$3.4K +9 +10%
RFG
1620
RFP Financial Group
Georgia
$37.5K +$5.29K +14 +18%
CH
1621
Canton Hathaway
Rhode Island
$36K – – –
MIA
1622
MeadowBrook Investment Advisors
Michigan
$35.9K – – –
ME
1623
McIlrath & Eck
Washington
$34.7K – – –
CJ
1624
Caitlin John
Michigan
$34.3K +$7.56K +20 +30%
HGERS
1625
Householder Group Estate & Retirement Specialist
Arizona
$33.5K – – –
63 64
65
66 67