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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2076
Meeder Asset Management
Ohio
$81.6K -$9.11K -18 -9%
CSB
2077
City State Bank
Iowa
$81.6K – – –
FCAS
2078
First Command Advisory Services
Texas
$80.7K +$45.5K +90 +106%
DJSG
2079
D.J. St. Germain
Massachusetts
$79.8K +$7.59K +15 +9%
AP
2080
Atwood & Palmer
Missouri
$79.3K – – –
AF
2081
Aviso Financial
Ontario, Canada
$79.3K +$49.1K +97 +129%
WG
2082
Wellington Group
Indiana
$78.8K -$15.7K -31 -15%
MWPCG
2083
Measured Wealth Private Client Group
New Hampshire
$78.8K +$7.59K +15 +10%
PWA
2084
Physician Wealth Advisors
Utah
$78.4K -$4.05K -8 -4%
BTD
2085
BankPlus Trust Department
Mississippi
$77.9K -$25.3K -50 -23%
MWA
2086
Medallion Wealth Advisors
Connecticut
$77K -$7.59K -15 -8%
KFI
2087
Key Financial Inc
Pennsylvania
$77K +$54.1K +107 +178%
CHC
2088
City Holding Co
West Virginia
$75.6K – – –
PPA
2089
Pilgrim Partners Asia
Singapore
$73.8K – – –
WPWM
2090
Western Pacific Wealth Management
Illinois
$73.8K – – –
BBPWM
2091
Blue Bell Private Wealth Management
Pennsylvania
$73.3K +$4.55K +9 +6%
GFA
2092
Godfrey Financial Associates
New York
$71.5K – – –
PB
2093
Prosperity Bancshares
Texas
$68.7K +$18.2K +36 +32%
KFAS
2094
Keating Financial Advisory Services
Kansas
$68.2K -$12.1K -24 -14%
FDCP
2095
Foster Dykema Cabot & Partners
Massachusetts
$67.8K – – –
HPWM
2096
High Point Wealth Management
New Jersey
$66.4K – – –
ME
2097
McIlrath & Eck
Washington
$65.5K – – –
S
2098
Sachetta
Massachusetts
$65.5K +$506 +1 +0.7%
SIS
2099
Sound Income Strategies
Florida
$65K -$2.53K -5 -3%
TWM
2100
TopTier Wealth Management
Wisconsin
$63.2K +$69.3K +137 New
82 83
84
85 86