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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
1851
CBIZ Investment Advisory Services
Ohio
$27K – – –
CYG
1852
Clean Yield Group
Vermont
$26.5K -$25.1K -54 -50%
EPW
1853
Evergreen Private Wealth
Colorado
$26.5K – – –
MWA
1854
MFA Wealth Advisors
Pennsylvania
$26.5K – – –
AEPWM
1855
Atlantic Edge Private Wealth Management
Florida
$25.5K – – –
FPF
1856
First Pacific Financial
Washington
$25.5K – – –
T
1857
Tidemark
California
$25.1K +$1.86K +4 +9%
ATC
1858
Adirondack Trust Company
New York
$25.1K – – –
OIA
1859
Optimum Investment Advisors
Illinois
$24.6K – – –
VNA
1860
Valley National Advisers
Pennsylvania
$24K -$266K -572 -92%
LWANC
1861
Laurel Wealth Advisors (North Carolina)
North Carolina
$23.6K +$4.19K +9 +23%
RFG
1862
REAP Financial Group
Texas
$23.6K +$15.4K +33 +220%
CNBT
1863
Cornerstone National Bank & Trust
Illinois
$23.6K +$22.3K +48 New
SL
1864
Salomon & Ludwin
Virginia
$23.1K -$931 -2 -4%
CTWM
1865
Cherry Tree Wealth Management
Minnesota
$22.6K – – –
RWA
1866
Redmont Wealth Advisors
Illinois
$22.1K – – –
DJSG
1867
D.J. St. Germain
Massachusetts
$21.1K – – –
CTA
1868
Colonial Trust Advisors
South Carolina
$20.1K – – –
RAM
1869
Riggs Asset Management
Pennsylvania
$18.7K – – –
BC
1870
Barrett & Company
Rhode Island
$17.7K -$55.9K -120 -77%
AWM
1871
Ameliora Wealth Management
Switzerland
$17.7K – – –
BWL
1872
Bogart Wealth LLC
Virginia
$16.7K – – –
JFG
1873
JDM Financial Group
Texas
$16.7K +$2.33K +5 +17%
FCA
1874
FinTrust Capital Advisors
South Carolina
$16.2K -$931 -2 -6%
MFT
1875
Moisand Fitzgerald Tamayo
Florida
$16.2K – – –
73 74
75
76 77