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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
NAMP
1701
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$304K – – –
SF
1702
SWP Financial
California
$303K +$3.06K +7 +0.9%
BBA
1703
BLB&B Advisors
Pennsylvania
$302K +$9.18K +21 +3%
DF
1704
Dunhill Financial
United Kingdom
$302K +$11.8K +27 +4%
GMA
1705
Glassy Mountain Advisors
Maryland
$301K – – –
HBW
1706
Hazlett, Burt & Watson
West Virginia
$300K -$21.4K -49 -6%
BEW
1707
Burton Enright Welch
California
$299K -$31.9K -73 -9%
BBES
1708
Buffalo Business & Estate Services
New York
$299K -$937K -2,144 Closed
HIC
1709
Holderness Investments Company
North Carolina
$298K – – –
TWM
1710
Tanager Wealth Management
United Kingdom
$298K +$135K +309 +70%
SFG
1711
Strive Financial Group
Indiana
$295K +$287K +656 +763%
EWA
1712
Eagle Wealth Advisors
Connecticut
$295K -$217K -496 -40%
VCM
1713
Versant Capital Management
Arizona
$294K -$142K -326 -31%
MMC
1714
Mizuho Markets Cayman
Cayman Islands
$293K +$322K +738 New
OPF
1715
Old Peak Finance
North Carolina
$293K +$19.2K +44 +6%
RZH
1716
Relyea Zuckerberg Hanson
Connecticut
$291K -$59K -135 -16%
CIAS
1717
Capital Investment Advisory Services
North Carolina
$290K -$14K -32 -4%
WRM
1718
Weybosset Research & Management
Rhode Island
$290K – – –
RSWM
1719
Robertson Stephens Wealth Management
California
$290K +$33.2K +76 +12%
PWM
1720
Prentice Wealth Management
New York
$290K -$2.18K -5 -0.7%
SLC
1721
Second Line Capital
Louisiana
$287K -$28K -64 -8%
WA
1722
Waddell & Associates
Tennessee
$286K +$23.2K +53 +8%
DAC
1723
Dividend Assets Capital
South Carolina
$285K -$2.62K -6 -0.8%
PPC
1724
Park Place Capital
Alabama
$285K +$11.8K +27 +4%
MFA
1725
Morling Financial Advisors
California
$285K +$4.81K +11 +2%
67 68
69
70 71