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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
1951
Capital Advisors Ltd
Ohio
$44K -$13.9K -29 -23%
CIAS
1952
CBIZ Investment Advisory Services
Ohio
$42.9K -$8.64K -18 -16%
CAM
1953
Creekmur Asset Management
Illinois
$42.5K -$1.11M -2,321 -96%
ACA
1954
American Capital Advisory
Idaho
$41.1K -$3.36K -7 -7%
KFP
1955
Kerr Financial Planning
California
$40.9K +$35.5K +74 New
MA
1956
MCF Advisors
Kentucky
$40.7K +$4.8K +10 +12%
CH
1957
Canton Hathaway
Rhode Island
$40K – – –
DMBA
1958
Deseret Mutual Benefit Administrators
Utah
$38.9K -$5.28K -11 -11%
CB
1959
Community Bank
New York
$38.9K +$41.7K +87 New
GA
1960
Guerra Advisors
Florida
$37.1K +$39.8K +83 New
PWMG
1961
Prestige Wealth Management Group
New Jersey
$36.7K +$3.36K +7 +9%
1M
1962
1248 Management
Missouri
$36.7K – – –
DIP
1963
DT Investment Partners
Pennsylvania
$36.2K – – –
VNA
1964
Valley National Advisers
Pennsylvania
$36K -$50.9K -106 -56%
IUHSA
1965
Itau Unibanco Holding S.A.
Brazil
$34.9K -$480 -1 -1%
HHMI
1966
Howard Hughes Medical Institute
Maryland
$34.4K – – –
MAM
1967
Meeder Asset Management
Ohio
$34.4K – – –
FCG
1968
Financial Connections Group
California
$32K – – –
AEPWM
1969
Atlantic Edge Private Wealth Management
Florida
$31.3K – – –
FCAS
1970
First Command Advisory Services
Texas
$31.3K -$3.36K -7 -9%
PK
1971
Pflug Koory
Nebraska
$31.3K – – –
POIA
1972
Pin Oak Investment Advisors
Texas
$29.5K -$7.2K -15 -19%
EPW
1973
Evergreen Private Wealth
Colorado
$29.5K – – –
MSG
1974
Main Street Group
Virginia
$29.5K – – –
CJ
1975
Caitlin John
Michigan
$29.5K +$31.7K +66 New
77 78
79
80 81