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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
2051
GoalVest Advisory
New York
$44.9K -$30.6K -70 -38%
IPS
2052
Investors Portfolio Services
Washington
$44.6K +$874 +2 +2%
MFC
2053
Mechanics Financial Corp
Ohio
$44.5K – – –
IUHSA
2054
Itau Unibanco Holding S.A.
Brazil
$44.1K – – –
MAS
2055
MPWM Advisory Solutions
Georgia
$43.7K -$437 -1 -0.9%
FA
2056
Financial Avengers
California
$43.7K – – –
LFASL
2057
Lugano Financial Advisors SA (LFA)
Switzerland
$43.7K – – –
BWM
2058
Bernard Wealth Management
Michigan
$43K – – –
MCA
2059
Midwest Capital Advisors
Michigan
$41.4K – – –
PH
2060
Pinnacle Holdings
Oklahoma
$41K +$45K +103 New
CCA
2061
Catalyst Capital Advisors
New York
$40.6K -$13.1K -30 -23%
SHIM
2062
Stone House Investment Management
Pennsylvania
$40.2K +$43.3K +99 +4,950%
WSC
2063
Wellington Shields & Co
New York
$39.8K – – –
CGA
2064
Compound Global Advisors
Washington
$39.8K +$43.7K +100 New
MCA
2065
Maryland Capital Advisors
Maryland
$39.8K +$43.7K +100 New
TCM
2066
Triumph Capital Management
Colorado
$39.4K +$1.75K +4 +4%
OW
2067
Olistico Wealth
Oklahoma
$39.4K +$17.9K +41 +71%
AEPWM
2068
Atlantic Edge Private Wealth Management
Florida
$39K +$12.2K +28 +40%
WWM
2069
Wolff Wiese Magana
California
$38.6K -$1.75K -4 -4%
DCM
2070
Disciplina Capital Management
Tennessee
$37.8K -$3.06K -7 -7%
HFS
2071
Horizon Financial Services
North Carolina
$37.4K +$23.6K +54 +135%
SIC
2072
SJS Investment Consulting
Ohio
$36.6K -$17.5K -40 -30%
CH
2073
Canton Hathaway
Rhode Island
$35.8K – – –
CAL
2074
Capital Advisors Ltd
Ohio
$35K -$6.55K -15 -15%
POIA
2075
Pin Oak Investment Advisors
Texas
$35K +$437 +1 +1%
81 82
83
84 85