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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1301
Whalen Wealth Management
Nevada
$988K +$928K +1,744 New
1CP
1302
17 Capital Partners
Arizona
$987K -$50K -94 -5%
TIA
1303
Tiemann Investment Advisors
California
$984K -$26.6K -50 -3%
DFCM
1304
Dark Forest Capital Management
Puerto Rico
$983K +$924K +1,736 New
LWA
1305
Lineweaver Wealth Advisors
Ohio
$983K +$111K +208 +14%
DG
1306
Dala Group
Illinois
$978K +$919K +1,727 New
HWA
1307
Heritage Wealth Advisors
Virginia
$964K – – –
IP
1308
Indivisible Partners
Florida
$963K +$906K +1,701 New
KIA
1309
KCM Investment Advisors
California
$959K -$71.9K -135 -7%
RCM
1310
RB Capital Management
Nevada
$957K +$13.8K +26 +2%
MW
1311
Marble Wealth
Alabama
$957K +$899K +1,689 New
CIC
1312
Carnegie Investment Counsel
Ohio
$956K +$517K +971 +135%
BL
1313
BFSG LLC
California
$954K – – –
QWP
1314
Quotient Wealth Partners
Texas
$951K +$24K +45 +3%
HFM
1315
Hartford Financial Management
Connecticut
$946K +$41K +77 +5%
SW
1316
Simplicity Wealth
New Jersey
$946K +$46.8K +88 +6%
CCC
1317
Compass Capital Corp
Massachusetts
$944K +$15.4K +29 +2%
RA
1318
Rational Advisors
New York
$943K +$282K +530 +47%
PCM
1319
Pincus Capital Management
New York
$943K +$886K +1,665 New
CCFM
1320
Clear Creek Financial Management
Washington
$942K -$425K -798 -32%
RFS
1321
Richardson Financial Services
Massachusetts
$939K +$75.6K +142 +9%
VWM
1322
Venturi Wealth Management
Texas
$937K +$213K +401 +32%
BWP
1323
BSW Wealth Partners
Colorado
$934K +$26.6K +50 +3%
PWMAG
1324
Pinnacle Wealth Management Advisory Group
New Jersey
$929K +$44.2K +83 +5%
EDRH
1325
Edmond de Rothschild Holding
Switzerland
$926K +$309K +581 +55%
51 52
53
54 55