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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
1726
Walter & Keenan Wealth Management
Indiana
$404K +$36.7K +69 +11%
MFA
1727
Morling Financial Advisors
California
$403K +$3.73K +7 +1%
BDF
1728
Black Diamond Financial
Maryland
$402K +$121K +228 +47%
CBT
1729
Crews Bank & Trust
Florida
$401K – – –
AWA
1730
AGH Wealth Advisors
Kansas
$400K -$6.92K -13 -2%
AA
1731
Armis Advisers
Georgia
$398K +$101K +189 +29%
PPC
1732
Park Place Capital
Alabama
$397K -$399K -750 -52%
PI
1733
Parkside Investments
Illinois
$396K – – –
PA
1734
Promethium Advisors
Maryland
$396K – – –
WSFG
1735
Wall Street Financial Group
Illinois
$394K +$26.1K +49 +8%
PCM
1736
Princeton Capital Management
New Jersey
$391K +$55.4K +104 +18%
OPF
1737
Old Peak Finance
North Carolina
$391K +$367K +690 New
WRPWM
1738
Werba Rubin Papier Wealth Management
California
$390K +$106K +199 +41%
PIA
1739
Pinion Investment Advisors
Kansas
$390K +$49.5K +93 +16%
GSC
1740
Ground Swell Capital
South Carolina
$389K +$365K +686 New
CCWM
1741
Cassaday & Co Wealth Management
Virginia
$388K +$22.9K +43 +7%
TW
1742
Traveka Wealth
California
$388K -$7.45K -14 -2%
HAS
1743
HBW Advisory Services
California
$386K +$363K +682 New
SCM
1744
Schnieders Capital Management
California
$385K -$156K -293 -30%
OCBCO
1745
Oversea-Chinese Banking Corp (OCBC)
Singapore
$385K -$102K -192 -22%
HR
1746
Howe & Rusling
New York
$385K +$362K +680 New
ESB
1747
Essex Savings Bank
Connecticut
$384K -$2.66K -5 -0.7%
VFA
1748
Values First Advisors
Tennessee
$384K -$53.2K -100 -13%
BB
1749
Burford Brothers
Texas
$383K -$532 -1 -0.1%
AW
1750
Avion Wealth
Texas
$383K -$153K -287 -30%
68 69
70
71 72