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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
1876
McClarren Financial Advisors
Pennsylvania
$16K -$191K -411 -93%
SC
1877
Stephens Consulting
Michigan
$15.7K -$2.79K -6 -16%
CCA
1878
Criterion Capital Advisors
Tennessee
$15.6K – – –
VWA
1879
Valued Wealth Advisors
Utah
$14.7K +$2.33K +5 +20%
CT
1880
Coastline Trust
Rhode Island
$14.7K +$14K +30 New
BHWM
1881
Beaird Harris Wealth Management
Texas
$13.8K – – –
OW
1882
Olistico Wealth
Oklahoma
$13.8K +$4.66K +10 +56%
TPW
1883
Talon Private Wealth
Florida
$13.3K +$12.6K +27 New
CMA
1884
Cedar Mountain Advisors
Oregon
$12.8K +$12.1K +26 New
PA
1885
PSI Advisors
Florida
$12.3K – – –
SIS
1886
Strategic Investment Solutions
Illinois
$12.3K +$11.6K +25 New
AA
1887
AlphaMark Advisors
Kentucky
$12K – – –
BFS
1888
Burkett Financial Services
South Carolina
$11.8K – – –
SIS
1889
Sound Income Strategies
Florida
$11.8K – – –
BL
1890
BFSG LLC
California
$11.3K – – –
CAC
1891
Core Alternative Capital
Georgia
$11.3K – – –
CMP
1892
Coston McIsaac & Partners
Maine
$11K – – –
FFC
1893
First Financial Corp
Indiana
$10.8K – – –
MLA
1894
MB, Levis & Associates
Pennsylvania
$10.3K – – –
PCFFS
1895
Pacific Center for Financial Services
California
$10.3K – – –
CAM
1896
Chesapeake Asset Management
New York
$10.3K +$1.4K +3 +17%
DCM
1897
Davidson Capital Management
Texas
$9.83K -$466 -1 -5%
FNWA
1898
Financial Network Wealth Advisors
Utah
$9.82K +$1.4K +3 +18%
HWM
1899
HighMark Wealth Management
Minnesota
$9.33K -$466 -1 -5%
CIA
1900
Cape Investment Advisory
Georgia
$9.33K – – –
74 75
76
77 78