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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
1826
Pin Oak Investment Advisors
Texas
$39K – – –
CPA
1827
Capital Performance Advisors
California
$38.3K +$36.3K +78 New
PWMG
1828
Prestige Wealth Management Group
New Jersey
$36.8K – – –
SC
1829
Solstein Capital
California
$36.4K – – –
B
1830
Birchbrook
Maine
$35.9K -$6.98K -15 -17%
CWM
1831
Compass Wealth Management
Connecticut
$35.4K – – –
FCG
1832
Financial Connections Group
California
$35K -$4.19K -9 -11%
PK
1833
Pflug Koory
Nebraska
$34.4K +$32.6K +70 New
MSG
1834
Main Street Group
Virginia
$33.9K – – –
AA
1835
Addison Advisors
Vermont
$33.4K -$169K -363 -84%
MCM
1836
MidAtlantic Capital Management
Virginia
$33.4K +$8.38K +18 +36%
RWM
1837
Raffa Wealth Management
District of Columbia
$32.9K -$5.12K -11 -14%
NCM
1838
Northwest Capital Management
Oregon
$30.9K – – –
SFA
1839
Semmax Financial Advisors
North Carolina
$29.5K – – –
WOC
1840
West Oak Capital
California
$29.5K – – –
GGI
1841
Godsey & Gibb Inc
Virginia
$29.5K +$16.3K +35 +140%
KSWA
1842
Kathleen S. Wright Associates
Pennsylvania
$29.5K – – –
KFI
1843
Key Financial Inc
Pennsylvania
$29.5K +$4.19K +9 +18%
1IA
1844
1620 Investment Advisors
Massachusetts
$29.2K +$1.86K +4 +7%
RI
1845
Ridgewood Investments
New Jersey
$29K – – –
W
1846
WealthCollab
Washington
$29K – – –
M
1847
MOTCO
Texas
$28K – – –
NFSG
1848
Newbridge Financial Services Group
Florida
$28K +$11.2K +24 +73%
DCM
1849
Disciplina Capital Management
Tennessee
$27K +$25.6K +55 New
CIAS
1850
CBIZ Investment Advisory Services
Ohio
$27K – – –
72 73
74
75 76