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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
OAJ
2101
Ogorek Anthony Joseph
New York
$13K +$15.5K +28 New
VWA
2102
Valued Wealth Advisors
Utah
$12.9K +$553 +1 +4%
GGI
2103
Godsey & Gibb Inc
Virginia
$12.4K – – –
JAM
2104
JCIC Asset Management
Ontario, Canada
$12.4K – – –
SIS
2105
Strategic Investment Solutions
Illinois
$12.4K – – –
PFSC
2106
Peoples Financial Services Corp
Pennsylvania
$12.4K – – –
BFS
2107
Burkett Financial Services
South Carolina
$11.9K – – –
SIS
2108
Sound Income Strategies
Florida
$11.9K – – –
BL
2109
BFSG LLC
California
$11.4K – – –
RFG
2110
REAP Financial Group
Texas
$11.4K +$3.87K +7 +44%
KGP
2111
Keystone Global Partners
Colorado
$11.4K +$12.7K +23 New
CMP
2112
Coston McIsaac & Partners
Maine
$11K – – –
OC
2113
Oakworth Capital
Alabama
$10.9K +$3.32K +6 +38%
CMA
2114
Cedar Mountain Advisors
Oregon
$10.9K – – –
FFC
2115
First Financial Corp
Indiana
$10.9K – – –
CIA
2116
Cape Investment Advisory
Georgia
$10.4K -$1.66K -3 -13%
MLA
2117
MB, Levis & Associates
Pennsylvania
$10.4K – – –
PCFFS
2118
Pacific Center for Financial Services
California
$10.4K – – –
PSFG
2119
Park Square Financial Group
Georgia
$10.4K – – –
CAM
2120
Chesapeake Asset Management
New York
$10.4K -$553 -1 -5%
CWP
2121
Clark Wealth Partners
Illinois
$9.9K -$5.53K -10 -33%
HWM
2122
HighMark Wealth Management
Minnesota
$9.9K – – –
DCM
2123
Davidson Capital Management
Texas
$8.91K -$553 -1 -5%
WCM
2124
WealthTrak Capital Management
Virginia
$8.91K -$553 -1 -5%
CSC
2125
Caldwell Sutter Capital
California
$8.91K – – –
83 84
85
86 87