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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
1951
NewSquare Capital
Pennsylvania
$64.2K +$12K +23 +23%
GIA
1952
GHP Investment Advisors
Colorado
$62.6K +$4.69K +9 +8%
BBPWM
1953
Blue Bell Private Wealth Management
Pennsylvania
$62.6K – – –
PP
1954
PrairieView Partners
Minnesota
$62K – – –
FFO
1955
Fortitude Family Office
Arizona
$58.5K – – –
MAS
1956
MPWM Advisory Solutions
Georgia
$57.4K +$57.3K +110 New
IMC
1957
Investment Management Corporation
Virginia
$56.9K +$56.8K +109 New
MA
1958
MCF Advisors
Kentucky
$56.4K -$1.56K -3 -3%
BWM
1959
Bernard Wealth Management
Michigan
$56.4K +$56.3K +108 New
MCA
1960
Midwest Capital Advisors
Michigan
$54.3K +$54.2K +104 New
MCA
1961
Maryland Capital Advisors
Maryland
$52.2K – – –
KI
1962
Kapitalo Investimentos
Brazil
$52.2K +$52.1K +100 New
DMBA
1963
Deseret Mutual Benefit Administrators
Utah
$51.2K -$7.81K -15 -13%
CJ
1964
Caitlin John
Michigan
$51.2K – – –
AA
1965
AlphaMark Advisors
Kentucky
$50K +$37.5K +72 +300%
FF
1966
Friedenthal Financial
New Jersey
$49.1K -$5.21K -10 -10%
MAM
1967
Meeder Asset Management
Ohio
$48.5K -$3.65K -7 -7%
CWM
1968
Centricity Wealth Management
Ohio
$47.5K +$47.4K +91 New
CH
1969
Canton Hathaway
Rhode Island
$47K – – –
ACA
1970
American Capital Advisory
Idaho
$47K – – –
MIA
1971
MeadowBrook Investment Advisors
Michigan
$47K – – –
HGERS
1972
Householder Group Estate & Retirement Specialist
Arizona
$43K -$9.9K -19 -18%
DIP
1973
DT Investment Partners
Pennsylvania
$42.3K – – –
CPG
1974
Cornerstone Planning Group
New Jersey
$41.3K -$14.6K -28 -28%
PCWA
1975
Pacific Capital Wealth Advisors
California
$40.7K -$4.17K -8 -9%
77 78
79
80 81