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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
1851
Clean Yield Group
Vermont
$26.5K -$25.1K -54 -50%
EPW
1852
Evergreen Private Wealth
Colorado
$26.5K – – –
MWA
1853
MFA Wealth Advisors
Pennsylvania
$26.5K – – –
AEPWM
1854
Atlantic Edge Private Wealth Management
Florida
$25.5K – – –
FPF
1855
First Pacific Financial
Washington
$25.5K – – –
T
1856
Tidemark
California
$25.1K +$1.86K +4 +9%
ATC
1857
Adirondack Trust Company
New York
$25.1K – – –
OIA
1858
Optimum Investment Advisors
Illinois
$24.6K – – –
VNA
1859
Valley National Advisers
Pennsylvania
$24K -$266K -572 -92%
LWANC
1860
Laurel Wealth Advisors (North Carolina)
North Carolina
$23.6K +$4.19K +9 +23%
RFG
1861
REAP Financial Group
Texas
$23.6K +$15.4K +33 +220%
CNBT
1862
Cornerstone National Bank & Trust
Illinois
$23.6K +$22.3K +48 New
SL
1863
Salomon & Ludwin
Virginia
$23.1K -$931 -2 -4%
CTWM
1864
Cherry Tree Wealth Management
Minnesota
$22.6K – – –
RWA
1865
Redmont Wealth Advisors
Illinois
$22.1K – – –
DJSG
1866
D.J. St. Germain
Massachusetts
$21.1K – – –
CTA
1867
Colonial Trust Advisors
South Carolina
$20.1K – – –
RAM
1868
Riggs Asset Management
Pennsylvania
$18.7K – – –
BC
1869
Barrett & Company
Rhode Island
$17.7K -$55.9K -120 -77%
AWM
1870
Ameliora Wealth Management
Switzerland
$17.7K – – –
BWL
1871
Bogart Wealth LLC
Virginia
$16.7K – – –
JFG
1872
JDM Financial Group
Texas
$16.7K +$2.33K +5 +17%
FCA
1873
FinTrust Capital Advisors
South Carolina
$16.2K -$931 -2 -6%
MFT
1874
Moisand Fitzgerald Tamayo
Florida
$16.2K – – –
MFA
1875
McClarren Financial Advisors
Pennsylvania
$16K -$191K -411 -93%
73 74
75
76 77