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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1701
American Capital Advisory
Idaho
$30.4K +$35.8K +90 New
MSG
1702
Main Street Group
Virginia
$30.2K – – –
DWA
1703
Delos Wealth Advisors
Texas
$29.8K -$1.99K -5 -7%
KFS
1704
Kelly Financial Services
Massachusetts
$29.8K – – –
LFA
1705
LGT Financial Advisors
Texas
$29.8K +$21.5K +54 +415%
NCM
1706
Northwest Capital Management
Oregon
$28K -$47.8K -120 -66%
BWP
1707
Baldwin Wealth Partners
Massachusetts
$28K – – –
CAS
1708
Coppell Advisory Solutions
Texas
$28K +$25.1K +63 New
KSWA
1709
Kathleen S. Wright Associates
Pennsylvania
$26.7K – – –
WOC
1710
West Oak Capital
California
$26.7K – – –
RI
1711
Ridgewood Investments
New Jersey
$26.4K +$23.5K +59 New
W
1712
WealthCollab
Washington
$26.2K – – –
SFA
1713
Semmax Financial Advisors
North Carolina
$25.8K – – –
M
1714
MOTCO
Texas
$25.4K +$22.7K +57 New
CIAS
1715
CBIZ Investment Advisory Services
Ohio
$24.5K -$5.97K -15 -21%
1IA
1716
1620 Investment Advisors
Massachusetts
$24.5K +$21.9K +55 New
EPW
1717
Evergreen Private Wealth
Colorado
$24K – – –
MWA
1718
MFA Wealth Advisors
Pennsylvania
$24K +$21.5K +54 New
IWA
1719
IBEX Wealth Advisors
New Jersey
$23.6K +$21.1K +53 New
AEPWM
1720
Atlantic Edge Private Wealth Management
Florida
$23.1K – – –
FPF
1721
First Pacific Financial
Washington
$23.1K +$1.59K +4 +8%
SIC
1722
SJS Investment Consulting
Ohio
$22.7K +$13.9K +35 +219%
AWM
1723
Activest Wealth Management
Florida
$22.7K +$8.36K +21 +70%
KFI
1724
Key Financial Inc
Pennsylvania
$22.7K – – –
ATC
1725
Adirondack Trust Company
New York
$22.7K -$4.38K -11 -18%
67 68
69
70 71