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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
FWI
1601
Facet Wealth Inc
Maryland
$527K +$182K +341 +51%
MW
1602
MBL Wealth
North Carolina
$527K +$495K +930 New
LJHT
1603
Laurie J. Hall Trustee
$524K – – –
KCP
1604
Kera Capital Partners
California
$523K +$178K +335 +48%
OF
1605
Optimize Financial
California
$521K +$6.39K +12 +1%
FFG
1606
Fiduciary Financial Group
California
$521K +$10.1K +19 +2%
PPWM
1607
Perissos Private Wealth Management
Oklahoma
$519K – – –
CG
1608
Clarus Group
Texas
$518K – – –
NL
1609
Navalign LLC
California
$517K – – –
AP
1610
Anchyra Partners
Georgia
$517K +$486K +913 New
FWA
1611
FSM Wealth Advisors
Ohio
$515K -$10.6K -20 -2%
IAS
1612
Integrity Advisory Solutions
Texas
$515K +$44.2K +83 +10%
HGA
1613
Hobbs Group Advisors
South Carolina
$513K -$51.6K -97 -10%
CBA
1614
Coastal Bridge Advisors
Connecticut
$513K -$6.92K -13 -1%
RFW
1615
Rainier Family Wealth
Washington
$511K -$98.5K -185 -17%
WMA
1616
Wealth Management Associates
New Jersey
$511K +$27.7K +52 +6%
RA
1617
Riversedge Advisors
Delaware
$510K +$9.05K +17 +2%
AWE
1618
Avidian Wealth Enterprises
Texas
$510K -$57.5K -108 -11%
NAMP
1619
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$510K – – –
PCM
1620
Praxis Capital Management
Illinois
$510K +$479K +900 New
IFA
1621
Index Fund Advisors
California
$502K – – –
AU
1622
AlphaGrep UK
$502K +$472K +887 New
ESC
1623
Eurizon SLJ Capital
$502K +$472K +887 New
VFA
1624
Voya Financial Advisors
Connecticut
$502K -$67.6K -127 -13%
SFGM
1625
Stonebridge Financial Group (Missouri)
Missouri
$498K +$468K +880 New
63 64
65
66 67