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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
2076
GoalVest Advisory
New York
$84.4K – – –
BFPW
2077
BOK Financial Private Wealth
Colorado
$83K – – –
BIA
2078
Bell Investment Advisors
California
$82.1K -$2.53K -5 -3%
MAM
2079
Meeder Asset Management
Ohio
$81.6K -$9.11K -18 -9%
CSB
2080
City State Bank
Iowa
$81.6K – – –
FCAS
2081
First Command Advisory Services
Texas
$80.7K +$45.5K +90 +106%
DJSG
2082
D.J. St. Germain
Massachusetts
$79.8K +$7.59K +15 +9%
AP
2083
Atwood & Palmer
Missouri
$79.3K – – –
AF
2084
Aviso Financial
Ontario, Canada
$79.3K +$49.1K +97 +129%
WG
2085
Wellington Group
Indiana
$78.8K -$15.7K -31 -15%
MWPCG
2086
Measured Wealth Private Client Group
New Hampshire
$78.8K +$7.59K +15 +10%
PWA
2087
Physician Wealth Advisors
Utah
$78.4K -$4.05K -8 -4%
BTD
2088
BankPlus Trust Department
Mississippi
$77.9K -$25.3K -50 -23%
MWA
2089
Medallion Wealth Advisors
Connecticut
$77K -$7.59K -15 -8%
KFI
2090
Key Financial Inc
Pennsylvania
$77K +$54.1K +107 +178%
CHC
2091
City Holding Co
West Virginia
$75.6K – – –
PPA
2092
Pilgrim Partners Asia
Singapore
$73.8K – – –
WPWM
2093
Western Pacific Wealth Management
Illinois
$73.8K – – –
BBPWM
2094
Blue Bell Private Wealth Management
Pennsylvania
$73.3K +$4.55K +9 +6%
GFA
2095
Godfrey Financial Associates
New York
$71.5K – – –
PB
2096
Prosperity Bancshares
Texas
$68.7K +$18.2K +36 +32%
KFAS
2097
Keating Financial Advisory Services
Kansas
$68.2K -$12.1K -24 -14%
FDCP
2098
Foster Dykema Cabot & Partners
Massachusetts
$67.8K – – –
HPWM
2099
High Point Wealth Management
New Jersey
$66.4K – – –
ME
2100
McIlrath & Eck
Washington
$65.5K – – –
82 83
84
85 86