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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
2076
Essential Investment Partners
Colorado
$35K – – –
GWS
2077
Greykasell Wealth Strategies
California
$34.6K – – –
CB
2078
Community Bank
New York
$34.6K – – –
BAM
2079
Byrne Asset Management
New Jersey
$33.8K -$7.86K -18 -17%
JFA
2080
JNBA Financial Advisors
Minnesota
$33.8K – – –
BDPWM
2081
Barnes Dennig Private Wealth Management
Ohio
$32.6K -$4.81K -11 -12%
1M
2082
1248 Management
Missouri
$32.6K – – –
TSMHT
2083
Thurston Springer Miller Herd & Titak
Indiana
$31.8K -$291K -667 -89%
JWM
2084
JPL Wealth Management
Colorado
$31K -$2.18K -5 -6%
RWM
2085
Raffa Wealth Management
District of Columbia
$31K +$3.93K +9 +13%
SC
2086
SMA Capital
New York
$30.6K +$14K +32 +71%
CFM
2087
Compass Financial Management
Florida
$29.8K +$34.1K +78 New
BFP
2088
Birchwood Financial Partners
Minnesota
$29.8K – – –
MAM
2089
Meeder Asset Management
Ohio
$29.4K -$45K -103 -58%
SIM
2090
Synergy Investment Management
Florida
$29.3K +$35K +80 +2,667%
ATC
2091
Adirondack Trust Company
New York
$28.6K – – –
KFP
2092
Kerr Financial Planning
California
$27.8K – – –
PK
2093
Pflug Koory
Nebraska
$27.8K – – –
JGCM
2094
Joseph Group Capital Management
Ohio
$27.4K -$11.8K -27 -28%
FNWA
2095
Financial Network Wealth Advisors
Utah
$27K – – –
MSG
2096
Main Street Group
Virginia
$26.2K – – –
PWA
2097
Physician Wealth Advisors
Utah
$25.9K -$45.9K -105 -62%
KFI
2098
Key Financial Inc
Pennsylvania
$23.9K -$46.7K -107 -64%
NB
2099
NBH Bank
Colorado
$23.9K +$26.2K +60 New
UIC
2100
Uniplan Investment Counsel
Wisconsin
$23.7K +$25.8K +59 New
82 83
84
85 86