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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
1551
Householder Group Estate & Retirement Specialist
Arizona
$28K -$5.37K -18 -18%
AWM
1552
Able Wealth Management
New Jersey
$27.7K +$24.4K +82 New
POIA
1553
Pin Oak Investment Advisors
Texas
$27K – – –
RFG
1554
RFP Financial Group
Georgia
$27K – – –
DWM
1555
Dogwood Wealth Management
Kansas
$26.3K +$23.3K +78 New
MA
1556
MCF Advisors
Kentucky
$26K +$11.9K +40 +108%
BWM
1557
Baystate Wealth Management
Massachusetts
$25.4K +$13.4K +45 +150%
PWMG
1558
Prestige Wealth Management Group
New Jersey
$25.3K +$2.68K +9 +14%
GWMIA
1559
Global Wealth Management Investment Advisory
Florida
$25.3K – – –
RIM
1560
Rockbridge Investment Management
New York
$25.3K +$22.4K +75 New
SC
1561
Solstein Capital
California
$25K – – –
CWM
1562
Compass Wealth Management
Connecticut
$24.3K – – –
RWM
1563
Raffa Wealth Management
District of Columbia
$23.6K -$22.4K -75 -52%
PK
1564
Pflug Koory
Nebraska
$23.6K +$11.6K +39 +126%
FFO
1565
Fortitude Family Office
Arizona
$23.6K +$20.9K +70 New
ATC
1566
Adirondack Trust Company
New York
$23.1K -$30.4K -102 -63%
CJ
1567
Caitlin John
Michigan
$22.3K +$19.7K +66 New
WOC
1568
West Oak Capital
California
$22K – – –
CT
1569
Cambridge Trust
Massachusetts
$21.6K – – –
BWP
1570
Baldwin Wealth Partners
Massachusetts
$21.3K – – –
DI
1571
DAGCO Inc
Ohio
$20.2K +$17.9K +60 New
DWS
1572
Dynamic Wealth Strategies
California
$20.2K +$17.9K +60 New
KSWA
1573
Kathleen S. Wright Associates
Pennsylvania
$20.2K +$17.9K +60 New
MAM
1574
Marquette Asset Management
Minnesota
$19.9K -$894 -3 -5%
W
1575
WealthCollab
Washington
$19.9K +$17.6K +59 New
61 62
63
64 65