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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
FHWM
1801
Fox Hill Wealth Management
Massachusetts
$219K -$12K -25 -5%
CWG
1802
Crown Wealth Group
North Carolina
$217K +$29.3K +61 +14%
MWM
1803
MGB Wealth Management
Texas
$217K – – –
VBCG
1804
Valley Brook Capital Group
Pennsylvania
$217K – – –
RDFA
1805
Ritter Daniher Financial Advisory
Ohio
$216K – – –
MFC
1806
Morris Financial Concepts
South Carolina
$216K +$3.84K +8 +2%
WFA
1807
WMG Financial Advisors
Tennessee
$216K +$35.5K +74 +18%
ML
1808
McAdam LLC
Pennsylvania
$216K -$123K -256 -35%
SP
1809
Stonebrook Private
Michigan
$216K -$28.3K -59 -11%
BSI
1810
Bennett Selby Investments
Maine
$216K +$24K +50 +12%
RS
1811
Rakuten Securities
Japan
$216K +$78.7K +164 +52%
NAM
1812
NTV Asset Management
West Virginia
$215K +$2.4K +5 +1%
BDF
1813
Black Diamond Financial
Maryland
$215K +$231K +481 New
MIFH
1814
Migdal Insurance & Financial Holdings
Israel
$215K -$3.84K -8 -2%
RFA
1815
Register Financial Advisors
Georgia
$214K -$20.6K -43 -8%
BCM
1816
Boreal Capital Management
Florida
$213K – – –
WW
1817
Waterfront Wealth
Kansas
$211K +$4.8K +10 +3%
OBWG
1818
Onyx Bridge Wealth Group
New York
$210K -$3.36K -7 -1%
CC
1819
Corton Capital
Ontario, Canada
$209K +$25.9K +54 +13%
EFG
1820
Embree Financial Group
Illinois
$209K +$29.8K +62 +15%
SFG
1821
Sunburst Financial Group
Alabama
$208K +$223K +465 New
CWM
1822
Cherrydale Wealth Management
New Jersey
$207K -$16.3K -34 -7%
SC
1823
Seldon Capital
California
$207K – – –
MFA
1824
Mayflower Financial Advisors
Massachusetts
$206K -$10.6K -22 -5%
C
1825
Covestor
United Kingdom
$206K +$18.2K +38 +9%
71 72
73
74 75