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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
2301
Coastline Trust
Rhode Island
$17K – – –
DI
2302
DAGCO Inc
Ohio
$17K – – –
KFA
2303
Kelleher Financial Advisors
New York
$17K – – –
RF
2304
Roxbury Financial
New Jersey
$17K – – –
BOJHT
2305
Bank of Jackson Hole Trust
Wyoming
$16.4K +$15.4K +29 New
HHCP
2306
Hilton Head Capital Partners
South Carolina
$15.9K +$14.9K +28 New
PSB
2307
Piscataqua Savings Bank
New Hampshire
$15.9K – – –
CIA
2308
Cape Investment Advisory
Georgia
$14.7K +$3.73K +7 +37%
BW
2309
Bravera Wealth
North Dakota
$14.7K +$13.8K +26 New
GGI
2310
Godsey & Gibb Inc
Virginia
$14.2K – – –
JAM
2311
JCIC Asset Management
Ontario, Canada
$14.2K – – –
VWA
2312
Valued Wealth Advisors
Utah
$14.2K +$1.06K +2 +9%
KBFS
2313
Kohmann Bosshard Financial Services
Ohio
$14.2K +$13.3K +25 New
PFSC
2314
Peoples Financial Services Corp
Pennsylvania
$14.2K – – –
AI
2315
Atomic Invest
New York
$13.8K +$12.8K +24 New
BFS
2316
Burkett Financial Services
South Carolina
$13.6K – – –
VWA
2317
VSM Wealth Advisory
Maryland
$13.6K – – –
CMP
2318
Coston McIsaac & Partners
Maine
$13K – – –
FFC
2319
First Financial Corp
Indiana
$12.5K – – –
PP
2320
Pacifica Partners
Canada
$12.4K +$3.73K +7 +47%
KA
2321
Kozak & Associates
Colorado
$12.3K – – –
CA
2322
Centerpoint Advisors
Massachusetts
$12K – – –
QL
2323
Quarry LP
New York
$11.9K -$80.9K -152 -88%
FDW
2324
Fourth Dimension Wealth
Ohio
$11.9K – – –
PWA
2325
Principia Wealth Advisory
Texas
$11.9K +$3.73K +7 +50%
91 92
93
94 95