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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1801
MGB Wealth Management
Texas
$217K – – –
VBCG
1802
Valley Brook Capital Group
Pennsylvania
$217K – – –
RDFA
1803
Ritter Daniher Financial Advisory
Ohio
$216K – – –
MFC
1804
Morris Financial Concepts
South Carolina
$216K +$3.84K +8 +2%
WFA
1805
WMG Financial Advisors
Tennessee
$216K +$35.5K +74 +18%
ML
1806
McAdam LLC
Pennsylvania
$216K -$123K -256 -35%
SP
1807
Stonebrook Private
Michigan
$216K -$28.3K -59 -11%
BSI
1808
Bennett Selby Investments
Maine
$216K +$24K +50 +12%
RS
1809
Rakuten Securities
Japan
$216K +$78.7K +164 +52%
NAM
1810
NTV Asset Management
West Virginia
$215K +$2.4K +5 +1%
BDF
1811
Black Diamond Financial
Maryland
$215K +$231K +481 New
MIFH
1812
Migdal Insurance & Financial Holdings
Israel
$215K -$3.84K -8 -2%
RFA
1813
Register Financial Advisors
Georgia
$214K -$20.6K -43 -8%
BCM
1814
Boreal Capital Management
Florida
$213K – – –
WW
1815
Waterfront Wealth
Kansas
$211K +$4.8K +10 +3%
OBWG
1816
Onyx Bridge Wealth Group
New York
$210K -$3.36K -7 -1%
CC
1817
Corton Capital
Ontario, Canada
$209K +$25.9K +54 +13%
EFG
1818
Embree Financial Group
Illinois
$209K +$29.8K +62 +15%
SFG
1819
Sunburst Financial Group
Alabama
$208K +$223K +465 New
CWM
1820
Cherrydale Wealth Management
New Jersey
$207K -$16.3K -34 -7%
SC
1821
Seldon Capital
California
$207K – – –
MFA
1822
Mayflower Financial Advisors
Massachusetts
$206K -$10.6K -22 -5%
C
1823
Covestor
United Kingdom
$206K +$18.2K +38 +9%
SWGC
1824
Summit Wealth Group (Colorado)
Colorado
$206K +$338K +704 New
AW
1825
Alteri Wealth
California
$206K -$1.92K -4 -0.9%
71 72
73
74 75