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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
DMBA
1676
Deseret Mutual Benefit Administrators
Utah
$50.3K – – –
NMM
1677
Naples Money Management
Florida
$48.9K – – –
CYG
1678
Clean Yield Group
Vermont
$48K – – –
IFAM
1679
Institutional & Family Asset Management
Colorado
$48K +$2.39K +6 +6%
CPG
1680
Cornerstone Planning Group
New Jersey
$47.7K +$398 +1 +0.9%
HGERS
1681
Householder Group Estate & Retirement Specialist
Arizona
$45K +$7.57K +19 +23%
CT
1682
Colonial Trust
South Carolina
$44.6K +$37.8K +95 +1,900%
MCA
1683
Maryland Capital Advisors
Maryland
$44.5K – – –
NC
1684
NewSquare Capital
Pennsylvania
$44.5K +$39.8K +100 New
CJ
1685
Caitlin John
Michigan
$43.6K +$4.78K +12 +14%
MAM
1686
Meeder Asset Management
Ohio
$42.7K -$296K -743 -89%
CAL
1687
Capital Advisors Ltd
Ohio
$42K -$797 -2 -2%
RFG
1688
RFP Financial Group
Georgia
$41.8K – – –
MA
1689
MCF Advisors
Kentucky
$40.9K +$4.78K +12 +15%
MIA
1690
MeadowBrook Investment Advisors
Michigan
$40K – – –
CH
1691
Canton Hathaway
Rhode Island
$40K – – –
B
1692
Birchbrook
Maine
$39.1K -$20.7K -52 -37%
MSFP
1693
Mark Sheptoff Financial Planning
Connecticut
$37.4K +$33.5K +84 New
FCG
1694
Financial Connections Group
California
$36K – – –
POIA
1695
Pin Oak Investment Advisors
Texas
$36K – – –
FFO
1696
Fortitude Family Office
Arizona
$35.6K +$3.98K +10 +14%
RWM
1697
Raffa Wealth Management
District of Columbia
$34.7K +$3.19K +8 +11%
PWMG
1698
Prestige Wealth Management Group
New Jersey
$33.4K – – –
SC
1699
Solstein Capital
California
$32.9K – – –
CWM
1700
Compass Wealth Management
Connecticut
$32K – – –
66 67
68
69 70