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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1826
LexAurum Advisors
Kansas
$274K +$301K +595 New
GSWM
1827
Greenup Street Wealth Management
Michigan
$274K +$8.1K +16 +3%
WPA
1828
West Paces Advisors
Georgia
$273K -$9.11K -18 -3%
LIM
1829
Letson Investment Management
Georgia
$273K – – –
OWA
1830
Opal Wealth Advisors
New York
$272K -$5.06K -10 -2%
WB
1831
Webster Bank
Connecticut
$271K -$9.11K -18 -3%
JMA
1832
J.M. Arbour
Maine
$271K +$6.07K +12 +2%
JSAM
1833
J. Safra Asset Management
New York
$271K +$12.1K +24 +4%
AA
1834
Acorns Advisers
California
$271K +$48.6K +96 +20%
WWM
1835
Whalen Wealth Management
Nevada
$271K -$585K -1,157 -66%
WA
1836
Westfuller Advisors
New York
$271K -$2.02K -4 -0.7%
GCM
1837
G2 Capital Management
Ohio
$270K +$20.2K +40 +7%
BI
1838
Beckerman Institutional
New Jersey
$269K – – –
CA
1839
Cornerstone Advisory
Maryland
$269K +$7.08K +14 +2%
VFG
1840
Victory Financial Group
Texas
$268K +$60.7K +120 +26%
RS
1841
R Squared
Hong Kong
$267K -$96.1K -190 -25%
1WM
1842
1900 Wealth Management
Texas
$267K +$58.7K +116 +25%
BCA
1843
Bay Colony Advisors
Massachusetts
$267K +$19.7K +39 +7%
WCFA
1844
Walkner Condon Financial Advisors
Wisconsin
$266K -$95.1K -188 -25%
TP
1845
Tranquility Partners
Tennessee
$266K +$56.7K +112 +24%
RWM
1846
Reston Wealth Management
Virginia
$266K +$2.53K +5 +0.9%
CWP
1847
Curated Wealth Partners
California
$266K +$77.4K +153 +36%
TWM
1848
Topsail Wealth Management
North Carolina
$265K +$5.57K +11 +2%
JCM
1849
Jacobi Capital Management
Pennsylvania
$264K +$26.8K +53 +10%
SFC
1850
Strategic Financial Concepts
Texas
$264K +$289K +572 New
72 73
74
75 76