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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
FCG
1626
Financial Connections Group
California
$33K -$121K -320 -80%
POIA
1627
Pin Oak Investment Advisors
Texas
$32K – – –
MA
1628
MCF Advisors
Kentucky
$31.9K +$1.13K +3 +4%
S
1629
Sachetta
Massachusetts
$31.7K – – –
PWMG
1630
Prestige Wealth Management Group
New Jersey
$29.9K – – –
SC
1631
Solstein Capital
California
$29.5K – – –
LI
1632
LRI Investments
Florida
$29.5K +$28K +74 New
CWM
1633
Compass Wealth Management
Connecticut
$28.7K – – –
DWA
1634
Delos Wealth Advisors
Texas
$28.7K +$21.5K +57 +380%
T
1635
Tidemark
California
$27.9K +$8.69K +23 +49%
FFO
1636
Fortitude Family Office
Arizona
$27.9K – – –
PK
1637
Pflug Koory
Nebraska
$27.9K – – –
RWM
1638
Raffa Wealth Management
District of Columbia
$27.9K – – –
CIAS
1639
CBIZ Investment Advisory Services
Ohio
$27.9K +$26.5K +70 New
MSG
1640
Main Street Group
Virginia
$27.3K +$4.16K +11 +19%
KFS
1641
Kelly Financial Services
Massachusetts
$26.7K +$25.3K +67 New
BWP
1642
Baldwin Wealth Partners
Massachusetts
$25.1K – – –
CAM
1643
Creekmur Asset Management
Illinois
$25.1K +$15.9K +42 +200%
ATC
1644
Adirondack Trust Company
New York
$24.7K +$756 +2 +3%
DWS
1645
Dynamic Wealth Strategies
California
$24K – – –
WOC
1646
West Oak Capital
California
$24K – – –
KSWA
1647
Kathleen S. Wright Associates
Pennsylvania
$23.9K – – –
W
1648
WealthCollab
Washington
$23.5K – – –
CTA
1649
Colonial Trust Advisors
South Carolina
$22.7K +$17.4K +46 +418%
ADL
1650
Asset Dedication LLC
California
$22K – – –
64 65
66
67 68