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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
WMWM
1326
Whitaker-Myers Wealth Managers
Ohio
$343K +$325K +860 New
MIM
1327
Morningstar Investment Management
Illinois
$341K – – –
FAG
1328
Fortitude Advisory Group
Washington
$341K -$7.93K -21 -2%
VA
1329
Valmark Advisers
Ohio
$341K +$9.82K +26 +3%
HFS
1330
Howard Financial Services
Texas
$340K -$2.27K -6 -0.7%
FWCM
1331
Ferguson Wellman Capital Management
Oregon
$339K +$26.8K +71 +9%
BHB
1332
Bank Hapoalim BM
Israel
$338K – – –
DFG
1333
Delta Financial Group
New Jersey
$338K – – –
IBOK
1334
Independence Bank of Kentucky
Kentucky
$337K -$7.93K -21 -2%
RFA
1335
Rollins Financial Advisors
New York
$336K – – –
AG
1336
AlTi Global
New York
$336K +$318K +841 New
HIC
1337
Holderness Investments Company
North Carolina
$335K +$17.4K +46 +6%
MAM
1338
Meeder Asset Management
Ohio
$335K +$29.9K +79 +10%
FWM
1339
Finer Wealth Management
Massachusetts
$334K – – –
GIA
1340
Guyasuta Investment Advisors
Pennsylvania
$334K – – –
CSPIA
1341
Cary Street Partners Investment Advisory
Virginia
$331K +$19.3K +51 +7%
SPIS
1342
Steward Partners Investment Solutions
Oregon
$330K +$21.2K +56 +7%
PFG
1343
Prosperity Financial Group
California
$330K +$26.1K +69 +9%
CNBT
1344
Canandaigua National Bank & Trust
New York
$330K -$1.32M -3,506 -81%
APW
1345
Austin Private Wealth
Texas
$328K +$26.8K +71 +9%
PVI
1346
Pine Valley Investments
New Jersey
$328K -$2.65K -7 -0.8%
SWC
1347
Spectrum Wealth Counsel
Indiana
$327K -$9.45K -25 -3%
CA
1348
Claro Advisors
Massachusetts
$327K +$62K +164 +25%
SW
1349
StrongBox Wealth
Missouri
$326K +$309K +817 New
GIP
1350
Granite Investment Partners
California
$326K – – –
52 53
54
55 56