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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
FAC
1851
Financial Advisory Corporation
Michigan
$269K – – –
MIFH
1852
Migdal Insurance & Financial Holdings
Israel
$268K -$5.23K -10 -2%
FWI
1853
Facet Wealth Inc
Maryland
$267K +$290K +555 New
WRPWM
1854
Werba Rubin Papier Wealth Management
California
$267K – – –
WSFG
1855
Wall Street Financial Group
Illinois
$267K +$257K +491 New
CFP
1856
Cascade Financial Partners
California
$266K – – –
SEP
1857
Southland Equity Partners
Missouri
$264K +$9.41K +18 +4%
MWM
1858
MGB Wealth Management
Texas
$264K +$254K +486 New
VBCG
1859
Valley Brook Capital Group
Pennsylvania
$264K -$13.1K -25 -5%
RDFA
1860
Ritter Daniher Financial Advisory
Ohio
$263K – – –
GFA
1861
Gallagher Fiduciary Advisors
Illinois
$263K +$253K +484 New
MFA
1862
Mayflower Financial Advisors
Massachusetts
$262K -$6.27K -12 -2%
PL
1863
Plancorp LLC
Missouri
$262K +$2.09K +4 +0.8%
TCM
1864
TABR Capital Management
California
$262K +$31.4K +60 +14%
OBWG
1865
Onyx Bridge Wealth Group
New York
$259K -$94.6K -181 -28%
BCM
1866
Boreal Capital Management
Florida
$259K +$249K +477 New
CFD
1867
Creative Financial Designs
Indiana
$259K -$1.57K -3 -0.6%
NAM
1868
NTV Asset Management
West Virginia
$259K – – –
MFC
1869
Morris Financial Concepts
South Carolina
$258K +$523 +1 +0.2%
HIIFS
1870
Harel Insurance Investments & Financial Services
Israel
$258K – – –
SWM
1871
Sagace Wealth Management
Florida
$257K +$247K +473 New
CSPIA
1872
Cary Street Partners Investment Advisory
Virginia
$256K +$41.8K +80 +20%
GPW
1873
Genesis Private Wealth
Virginia
$256K +$5.23K +10 +2%
AGC
1874
Aspen Grove Capital
Colorado
$256K +$246K +471 New
PIN
1875
Prudent Investors Network
California
$254K -$16.2K -31 -6%
73 74
75
76 77