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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
1376
WESPAC Advisors SoCal
California
$437K -$11.2K -24 -3%
KIG
1377
Kowal Investment Group
Wisconsin
$437K +$101K +216 +32%
PWS
1378
Proactive Wealth Strategies
Georgia
$436K +$413K +887 New
CG
1379
Clarus Group
Texas
$435K – – –
ATPW
1380
Ashton Thomas Private Wealth
Arizona
$434K -$9.31K -20 -2%
DFG
1381
Delta Financial Group
New Jersey
$434K +$6.98K +15 +2%
FFG
1382
Fiduciary Financial Group
California
$433K – – –
MWM
1383
Modern Wealth Management
Kansas
$432K +$37.2K +80 +10%
FMTC
1384
Farmers & Merchants Trust Company
California
$429K -$3.26K -7 -0.8%
KWM
1385
Kolinsky Wealth Management
New Jersey
$429K -$68.4K -147 -14%
SSWM
1386
Strait & Sound Wealth Management
California
$429K -$38.6K -83 -9%
CCMI
1387
Creative Capital Management Investments
California
$429K +$406K +873 New
GMA
1388
Glassy Mountain Advisors
Maryland
$426K – – –
CA
1389
Callahan Advisors
Texas
$423K – – –
CFG
1390
Cooper Financial Group
California
$422K +$107K +229 +36%
GAA
1391
Green Alpha Advisors
Colorado
$420K -$128K -276 -24%
KA
1392
Kercheville Advisors
Texas
$420K -$4.66K -10 -1%
LFG
1393
Larson Financial Group
Missouri
$420K +$176K +378 +79%
FWCM
1394
Ferguson Wellman Capital Management
Oregon
$418K – – –
AC
1395
ASB Consultores
Florida
$415K +$393K +844 New
TLP
1396
Trinity Legacy Partners
Texas
$414K -$72.6K -156 -16%
RFA
1397
Rollins Financial Advisors
New York
$414K – – –
HIC
1398
Holderness Investments Company
North Carolina
$412K -$466 -1 -0.1%
RA
1399
RFG Advisory
Alabama
$412K +$390K +838 New
DBRC
1400
D.B. Root & Company
Pennsylvania
$411K -$87.1K -187 -18%
54 55
56
57 58