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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
1626
Cove Private Wealth
New York
$317K – – –
CBT
1627
Crews Bank & Trust
Florida
$317K +$8.64K +18 +3%
SB
1628
Sunflower Bank
Texas
$317K +$41.7K +87 +14%
EWM
1629
Elevatus Welath Management
New York
$315K -$3.59M -7,487 -91%
MFA
1630
Morling Financial Advisors
California
$315K -$14.9K -31 -4%
NHC
1631
Nicholas Hoffman & Company
Georgia
$315K -$420K -875 -55%
CA
1632
Claro Advisors
Massachusetts
$315K -$11K -23 -3%
KCP
1633
Kera Capital Partners
California
$314K -$59.5K -124 -15%
IWA
1634
IBEX Wealth Advisors
New Jersey
$314K -$338K -705 -50%
PI
1635
Parkside Investments
Illinois
$313K – – –
PA
1636
Promethium Advisors
Maryland
$313K – – –
TW
1637
Traveka Wealth
California
$312K -$14.4K -30 -4%
PWM
1638
Prentice Wealth Management
New York
$311K +$334K +695 New
FWM
1639
Finer Wealth Management
Massachusetts
$309K -$29.3K -61 -8%
CIAS
1640
Capital Investment Advisory Services
North Carolina
$309K +$22.6K +47 +7%
IA
1641
IFC Advisors
California
$306K -$18.2K -38 -5%
CAU
1642
Caxton Associates (UK)
$306K +$328K +684 New
ESB
1643
Essex Savings Bank
Connecticut
$305K -$3.84K -8 -1%
BB
1644
Burford Brothers
Texas
$303K -$960 -2 -0.3%
VCM
1645
Viewpoint Capital Management
Washington
$302K – – –
DAC
1646
Dividend Assets Capital
South Carolina
$299K – – –
FWI
1647
Facet Wealth Inc
Maryland
$299K +$54.2K +113 +20%
GDP
1648
Great Diamond Partners
Maine
$298K -$37K -77 -10%
FBT
1649
First Bankers Trust
Kentucky
$297K -$75.8K -158 -19%
WB
1650
Webster Bank
Connecticut
$297K – – –
64 65
66
67 68