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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1501
First Foundation Advisors
California
$525K +$174K +344 +43%
WAOTB
1502
Wealth Advisors of Tampa Bay
Florida
$524K +$37.9K +75 +7%
SFS
1503
Sharp Financial Services
Pennsylvania
$524K +$55.6K +110 +11%
TFA
1504
Teamwork Financial Advisors
Texas
$521K -$205K -405 -26%
PWMG
1505
Prestige Wealth Management Group
New Jersey
$520K -$1.52K -3 -0.3%
PWA
1506
Prairie Wealth Advisors
Nebraska
$520K – – –
CIM
1507
Cambria Investment Management
California
$519K -$138K -273 -20%
HEM
1508
Henson-Edgewater Management
Ohio
$519K -$7.59K -15 -1%
TWM
1509
TRB Wealth Management
Texas
$519K +$569K +1,125 New
TA
1510
TFB Advisors
Kansas
$518K -$150K -297 -21%
TCM
1511
Tufton Capital Management
Maryland
$518K +$2.02K +4 +0.4%
HFS
1512
Howard Financial Services
Texas
$517K +$75.4K +149 +15%
CWM
1513
Connecticut Wealth Management
Connecticut
$516K -$95.1K -188 -14%
AWE
1514
Avidian Wealth Enterprises
Texas
$516K +$111K +219 +24%
DWM
1515
Drive Wealth Management
Utah
$515K -$21.8K -43 -4%
HA
1516
Huntleigh Advisors
Missouri
$514K +$20.2K +40 +4%
TCWM
1517
Total Clarity Wealth Management
Illinois
$514K +$33.9K +67 +6%
WSFS
1518
Wilmington Savings Fund Society
Delaware
$513K -$512K -1,013 -48%
BFG
1519
Beacon Financial Group
Texas
$513K +$2.02K +4 +0.4%
JMFC
1520
J.M. Forbes & Co
Massachusetts
$513K – – –
MM
1521
MQS Management
New York
$513K +$563K +1,112 New
ACM
1522
Aspen Capital Management
Idaho
$512K – – –
MW
1523
Marble Wealth
Alabama
$510K -$294K -582 -34%
LWL
1524
Leo Wealth LLC
Texas
$505K +$354K +699 +176%
IP
1525
Ignite Planners
California
$505K -$20.7K -41 -4%
59 60
61
62 63