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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
MSG
1701
Main Street Group
Virginia
$30.2K – – –
DWA
1702
Delos Wealth Advisors
Texas
$29.8K -$1.99K -5 -7%
KFS
1703
Kelly Financial Services
Massachusetts
$29.8K – – –
LFA
1704
LGT Financial Advisors
Texas
$29.8K +$21.5K +54 +415%
NCM
1705
Northwest Capital Management
Oregon
$28K -$47.8K -120 -66%
BWP
1706
Baldwin Wealth Partners
Massachusetts
$28K – – –
CAS
1707
Coppell Advisory Solutions
Texas
$28K +$25.1K +63 New
KSWA
1708
Kathleen S. Wright Associates
Pennsylvania
$26.7K – – –
WOC
1709
West Oak Capital
California
$26.7K – – –
RI
1710
Ridgewood Investments
New Jersey
$26.4K +$23.5K +59 New
W
1711
WealthCollab
Washington
$26.2K – – –
SFA
1712
Semmax Financial Advisors
North Carolina
$25.8K – – –
M
1713
MOTCO
Texas
$25.4K +$22.7K +57 New
CIAS
1714
CBIZ Investment Advisory Services
Ohio
$24.5K -$5.97K -15 -21%
1IA
1715
1620 Investment Advisors
Massachusetts
$24.5K +$21.9K +55 New
EPW
1716
Evergreen Private Wealth
Colorado
$24K – – –
MWA
1717
MFA Wealth Advisors
Pennsylvania
$24K +$21.5K +54 New
IWA
1718
IBEX Wealth Advisors
New Jersey
$23.6K +$21.1K +53 New
AEPWM
1719
Atlantic Edge Private Wealth Management
Florida
$23.1K – – –
FPF
1720
First Pacific Financial
Washington
$23.1K +$1.59K +4 +8%
SIC
1721
SJS Investment Consulting
Ohio
$22.7K +$13.9K +35 +219%
AWM
1722
Activest Wealth Management
Florida
$22.7K +$8.36K +21 +70%
KFI
1723
Key Financial Inc
Pennsylvania
$22.7K – – –
ATC
1724
Adirondack Trust Company
New York
$22.7K -$4.38K -11 -18%
MCM
1725
MidAtlantic Capital Management
Virginia
$22.2K – – –
67 68
69
70 71