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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
2076
Compass Financial Management
Florida
$29.8K +$34.1K +78 New
BFP
2077
Birchwood Financial Partners
Minnesota
$29.8K – – –
MAM
2078
Meeder Asset Management
Ohio
$29.4K -$45K -103 -58%
SIM
2079
Synergy Investment Management
Florida
$29.3K +$35K +80 +2,667%
ATC
2080
Adirondack Trust Company
New York
$28.6K – – –
KFP
2081
Kerr Financial Planning
California
$27.8K – – –
PK
2082
Pflug Koory
Nebraska
$27.8K – – –
JGCM
2083
Joseph Group Capital Management
Ohio
$27.4K -$11.8K -27 -28%
FNWA
2084
Financial Network Wealth Advisors
Utah
$27K – – –
MSG
2085
Main Street Group
Virginia
$26.2K – – –
PWA
2086
Physician Wealth Advisors
Utah
$25.9K -$45.9K -105 -62%
KFI
2087
Key Financial Inc
Pennsylvania
$23.9K -$46.7K -107 -64%
NB
2088
NBH Bank
Colorado
$23.9K +$26.2K +60 New
UIC
2089
Uniplan Investment Counsel
Wisconsin
$23.7K +$25.8K +59 New
OC
2090
Oakworth Capital
Alabama
$23.5K – – –
NFSG
2091
Newbridge Financial Services Group
Florida
$23.5K – – –
HFS
2092
Hughes Financial Services
Virginia
$23.5K +$5.24K +12 +26%
KG
2093
Kilter Group
New York
$23.1K -$2.62K -6 -9%
BWM
2094
Benson Wealth Management
Tennessee
$23.1K – – –
BFS
2095
Bare Financial Services
Pennsylvania
$22.3K +$10.5K +24 +75%
RF
2096
Roxbury Financial
New Jersey
$21.9K +$10.9K +25 +83%
CYG
2097
Clean Yield Group
Vermont
$21.5K – – –
MSWM
2098
Mowery & Schoenfeld Wealth Management
Illinois
$21.5K – – –
SG
2099
Sankala Group
Colorado
$21.3K +$23.6K +54 New
CFM
2100
Cornerstone Financial Management
Massachusetts
$21.1K +$7.43K +17 +47%
82 83
84
85 86