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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
FMN
1076
Financial Management Network
California
$280K – – –
PNAA
1077
Pictet North America Advisors
Switzerland
$280K – – –
AWM
1078
Aries Wealth Management
Maine
$279K -$14K -57 -5%
RWP
1079
Revolve Wealth Partners
New Jersey
$279K -$27.3K -111 -9%
FP
1080
Financial Perspectives
Minnesota
$279K – – –
PWAC
1081
Private Wealth Advisors (California)
California
$277K – – –
QPWM
1082
Quadrant Private Wealth Management
Pennsylvania
$276K -$246 -1 -0.1%
PWMG
1083
Prestige Wealth Management Group
New Jersey
$275K +$245K +994 +1,198%
JWCA
1084
J.W. Coons Advisors
Ohio
$274K – – –
PVH
1085
Psagot Value Holdings
Israel
$274K -$23.4K -95 -8%
NAS
1086
Nicolet Advisory Services
Wisconsin
$274K +$47.8K +194 +22%
SN
1087
Sittner & Nelson
Oregon
$273K -$98.8K -401 -27%
MG
1088
Mather Group
Illinois
$272K -$11.8K -48 -4%
DC
1089
Davenport & Co
Virginia
$272K +$262K +1,064 New
PWA
1090
Physician Wealth Advisors
Utah
$271K – – –
EFG
1091
Everhart Financial Group
Ohio
$271K -$31.5K -128 -11%
TWM
1092
Tradition Wealth Management
Minnesota
$271K +$2.22K +9 +0.9%
ACM
1093
Advisors Capital Management
New Jersey
$271K +$6.41K +26 +3%
EBA
1094
Eagle Bay Advisors
New York
$271K +$206K +837 +375%
KP
1095
Keel Point
Alabama
$270K -$4.68K -19 -2%
BWA
1096
BDO Wealth Advisors
Florida
$270K – – –
MFA
1097
Mayflower Financial Advisors
Massachusetts
$270K +$7.14K +29 +3%
EP
1098
Eudaimonia Partners
Tennessee
$267K +$739 +3 +0.3%
GA
1099
GraniteShares Advisors
New York
$267K -$17.7K -72 -6%
PP
1100
PDS Planning
Ohio
$267K +$64.3K +261 +33%
42 43
44
45 46