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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
2101
Midwest Capital Advisors
Michigan
$56.5K – – –
MCA
2102
Maryland Capital Advisors
Maryland
$54.3K – – –
TCM
2103
TD Capital Management
Tennessee
$54.3K +$20.9K +40 +67%
CPG
2104
Cornerstone Planning Group
New Jersey
$53.9K -$1.05K -2 -2%
ACA
2105
American Capital Advisory
Idaho
$53.8K +$4.71K +9 +10%
DMBA
2106
Deseret Mutual Benefit Administrators
Utah
$53.3K – – –
AWM
2107
Activest Wealth Management
Florida
$50.1K +$6.8K +13 +16%
CWM
2108
Centricity Wealth Management
Ohio
$49.5K – – –
CH
2109
Canton Hathaway
Rhode Island
$49K – – –
MIA
2110
MeadowBrook Investment Advisors
Michigan
$48.9K – – –
DJSG
2111
D.J. St. Germain
Massachusetts
$46.7K +$6.8K +13 +18%
1M
2112
1248 Management
Missouri
$44.6K – – –
SO
2113
Sierra Ocean
California
$44.6K +$6.27K +12 +17%
DIP
2114
DT Investment Partners
Pennsylvania
$44K – – –
MA
2115
MCF Advisors
Kentucky
$44K – – –
IUHSA
2116
Itau Unibanco Holding S.A.
Brazil
$42.9K -$523 -1 -1%
MAM
2117
Meeder Asset Management
Ohio
$41.8K +$6.8K +13 +20%
FCAS
2118
First Command Advisory Services
Texas
$41.8K +$39.2K +75 +3,750%
HHMI
2119
Howard Hughes Medical Institute
Maryland
$41.8K +$40.3K +77 New
AA
2120
Addison Advisors
Vermont
$41.3K +$5.23K +10 +15%
PWMG
2121
Prestige Wealth Management Group
New Jersey
$40.8K – – –
POIA
2122
Pin Oak Investment Advisors
Texas
$40K – – –
RA
2123
Rational Advisors
New York
$39.1K -$747K -1,428 -95%
FCG
2124
Financial Connections Group
California
$39K – – –
AEPWM
2125
Atlantic Edge Private Wealth Management
Florida
$38K – – –
83 84
85
86 87