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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWGC
1826
Summit Wealth Group (Colorado)
Colorado
$206K +$338K +704 New
AW
1827
Alteri Wealth
California
$206K -$1.92K -4 -0.9%
CFFP
1828
Center for Financial Planning
Michigan
$205K – – –
DWM
1829
Daner Wealth Management
Georgia
$204K +$219K +457 New
SSWM
1830
Strait & Sound Wealth Management
California
$203K -$180K -376 -45%
AGC
1831
Aspen Grove Capital
Colorado
$203K -$8.16K -17 -4%
BAM
1832
Berkshire Asset Management
Pennsylvania
$203K – – –
WFG
1833
Wills Financial Group
Virginia
$203K +$1.44K +3 +0.7%
BIM
1834
Breakwater Investment Management
Washington
$202K +$480 +1 +0.2%
GGA
1835
Granite Group Advisors
Connecticut
$202K +$7.2K +15 +3%
CAL
1836
Capital Analysts LLC
Pennsylvania
$202K +$2.4K +5 +1%
BCP
1837
Berkeley Capital Partners
Georgia
$202K -$2.4K -5 -1%
WLIM
1838
White Lighthouse Investment Management
Massachusetts
$201K -$2.88K -6 -1%
FPW
1839
Flagship Private Wealth
Massachusetts
$201K – – –
HWM
1840
Heirloom Wealth Management
Colorado
$201K – – –
COCM
1841
Charter Oak Capital Management
New Hampshire
$201K +$1.44K +3 +0.7%
PWAM
1842
Private Wealth Asset Management
Iowa
$199K -$186K -388 -47%
PAS
1843
Point72 Asia (Singapore)
Singapore
$197K +$212K +441 New
VC
1844
Vestor Capital
Illinois
$195K -$2.47M -5,157 -92%
CSPIA
1845
Cary Street Partners Investment Advisory
Virginia
$191K -$21.1K -44 -9%
DWM
1846
Darwin Wealth Management
Florida
$188K +$8.64K +18 +4%
BCM
1847
Blume Capital Management
California
$186K – – –
HI
1848
Hendershot Investments
Virginia
$179K – – –
RA
1849
Rise Advisors
New York
$178K +$21.1K +44 +12%
WA
1850
WPG Advisers
Maryland
$176K +$21.6K +45 +13%
72 73
74
75 76