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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1776
Midland Wealth Advisors
Illinois
$240K -$18.2K -35 -7%
TIA
1777
Trust Investment Advisors
Indiana
$239K -$15.1K -29 -6%
CFFP
1778
Center for Financial Planning
Michigan
$239K +$104K +200 +78%
KIM
1779
Kestra Investment Management
Texas
$238K -$165K -317 -41%
AIA
1780
Angeles Investment Advisors
California
$238K -$21.4K -41 -8%
CWM
1781
Centric Wealth Management
Illinois
$238K – – –
BIM
1782
Breakwater Investment Management
Washington
$235K – – –
AC
1783
AlphaCore Capital
California
$235K +$9.38K +18 +4%
ACM
1784
Ashford Capital Management
Delaware
$235K – – –
WCM
1785
Weik Capital Management
Pennsylvania
$235K – – –
WFG
1786
Wills Financial Group
Virginia
$235K – – –
S
1787
Sunpointe
Missouri
$235K +$3.65K +7 +2%
COCM
1788
Charter Oak Capital Management
New Hampshire
$234K +$6.77K +13 +3%
BSI
1789
Bennett Selby Investments
Maine
$234K +$8.85K +17 +4%
PA
1790
Promethium Advisors
Maryland
$234K -$6.25K -12 -3%
DIP
1791
Davis Investment Partners
North Carolina
$234K -$15.1K -29 -6%
IFA
1792
Index Fund Advisors
California
$233K – – –
WLIM
1793
White Lighthouse Investment Management
Massachusetts
$233K – – –
PA
1794
Prossimo Advisors
California
$233K -$21.9K -42 -9%
SF
1795
Symphony Financial
Texas
$233K +$201K +386 New
BOPW
1796
Brandywine Oak Private Wealth
Pennsylvania
$232K +$521 +1 +0.2%
SAI
1797
Savvy Advisors Inc
New York
$232K -$292K -560 -56%
HDIM
1798
Hanson & Doremus Investment Management
Vermont
$230K +$229K +440 New
T
1799
TOBAM
France
$229K -$117K -224 -34%
CMP
1800
Courage Miller Partners
Virginia
$229K – – –
70 71
72
73 74