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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
GFWA
1651
Grey Fox Wealth Advisors
Delaware
$327K +$360K +823 New
FC
1652
Financial Consulate
Maryland
$326K -$6.55K -15 -2%
FWA
1653
FSM Wealth Advisors
Ohio
$325K -$44.1K -101 -11%
IFO
1654
Independent Family Office
New York
$325K – – –
PWMG
1655
Prestige Wealth Management Group
New Jersey
$324K -$138K -315 -28%
TSWM
1656
Triangle Securities Wealth Management
North Carolina
$323K – – –
SI
1657
Severin Investments
Missouri
$323K -$47.6K -109 -12%
PWMA
1658
Pension & Wealth Management Advisors
Massachusetts
$323K -$7.86K -18 -2%
CWM
1659
Cornerstone Wealth Management
Missouri
$322K +$13.1K +30 +4%
PWW
1660
Pettyjohn Wood & White
Virginia
$322K +$354K +810 New
SG
1661
StoneX Group
New York
$322K -$161K -368 -31%
ST
1662
Smithfield Trust
Pennsylvania
$322K -$273K -625 -44%
JC
1663
JM2 Capital
Oklahoma
$322K -$5.24K -12 -1%
WWM
1664
Walser Wealth Management
Florida
$321K +$353K +807 New
PW
1665
PUREfi Wealth
Massachusetts
$321K +$15.7K +36 +5%
EWM
1666
Evermay Wealth Management
Virginia
$320K +$136K +312 +63%
MA
1667
MJP Associates
Connecticut
$319K -$79.5K -182 -18%
IWA
1668
Invera Wealth Advisors
Oregon
$319K +$350K +802 New
AA
1669
Apriem Advisors
California
$319K -$73K -167 -17%
PMG
1670
ProVise Management Group
Florida
$319K -$437 -1 -0.1%
ACM
1671
Arcataur Capital Management
Wisconsin
$319K – – –
ITFISA
1672
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$318K -$1.76M -4,020 -83%
AL
1673
Arnhold LLC
New York
$318K – – –
CA
1674
Callahan Advisors
Texas
$318K – – –
RPWA
1675
Regent Peak Wealth Advisors
Georgia
$318K +$23.6K +54 +7%
65 66
67
68 69