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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
2051
Talon Private Wealth
Florida
$14.1K – – –
MFG
2052
Menard Financial Group
Texas
$14.1K +$14.1K +27 New
GGI
2053
Godsey & Gibb Inc
Virginia
$13K -$18.2K -35 -58%
VWA
2054
Valued Wealth Advisors
Utah
$13K -$2.6K -5 -17%
PA
2055
PSI Advisors
Florida
$13K – – –
SIS
2056
Strategic Investment Solutions
Illinois
$13K – – –
JAM
2057
JCIC Asset Management
Ontario, Canada
$13K +$13K +25 New
PFSC
2058
Peoples Financial Services Corp
Pennsylvania
$13K +$13K +25 New
BFS
2059
Burkett Financial Services
South Carolina
$12.5K – – –
SIS
2060
Sound Income Strategies
Florida
$12.5K – – –
CIA
2061
Cape Investment Advisory
Georgia
$12.5K +$2.6K +5 +26%
BL
2062
BFSG LLC
California
$12K – – –
HWP
2063
Highline Wealth Partners
California
$12K +$8.85K +17 +283%
CMP
2064
Coston McIsaac & Partners
Maine
$12K – – –
OA
2065
Operose Advisors
Wisconsin
$11.5K -$58.9K -113 -84%
CMA
2066
Cedar Mountain Advisors
Oregon
$11.5K -$2.08K -4 -15%
FFC
2067
First Financial Corp
Indiana
$11.5K – – –
CAM
2068
Chesapeake Asset Management
New York
$11.5K +$521 +1 +5%
PCFFS
2069
Pacific Center for Financial Services
California
$11K – – –
MLA
2070
MB, Levis & Associates
Pennsylvania
$11K – – –
PSFG
2071
Park Square Financial Group
Georgia
$11K +$10.9K +21 New
HWM
2072
HighMark Wealth Management
Minnesota
$10.4K +$521 +1 +5%
HIMS
2073
Hager Investment Management Services
New Hampshire
$10.4K +$10.4K +20 New
DCM
2074
Davidson Capital Management
Texas
$9.92K -$521 -1 -5%
WCM
2075
WealthTrak Capital Management
Virginia
$9.92K +$9.9K +19 New
81 82
83
84 85