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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
1876
Perbak Capital Partners
United Kingdom
$254K +$244K +467 New
AW
1877
Alteri Wealth
California
$252K -$12K -23 -5%
SIMG
1878
Stephens Investment Management Group
Texas
$252K – – –
S
1879
Sunpointe
Missouri
$252K +$9.41K +18 +4%
PFGIA
1880
Patriot Financial Group Insurance Agency
Massachusetts
$252K +$242K +463 New
SC
1881
Seldon Capital
California
$251K – – –
CG
1882
CFO4Life Group
Texas
$251K +$13.6K +26 +6%
RWM
1883
Reston Wealth Management
Virginia
$251K +$18.3K +35 +8%
WG
1884
Welch Group
Alabama
$250K +$1.57K +3 +0.7%
JC
1885
JB Capital
Connecticut
$249K +$24.6K +47 +11%
CFFP
1886
Center for Financial Planning
Michigan
$249K – – –
WLIM
1887
White Lighthouse Investment Management
Massachusetts
$248K – – –
BCP
1888
Berkeley Capital Partners
Georgia
$248K +$11.5K +22 +5%
OWP
1889
Obermeyer Wealth Partners
Colorado
$247K +$9.41K +18 +4%
JSAM
1890
J. Safra Asset Management
New York
$246K -$523 -1 -0.2%
BAM
1891
Berkshire Asset Management
Pennsylvania
$246K – – –
OP
1892
ORG Partners
Indiana
$245K +$51.8K +99 +28%
BIM
1893
Breakwater Investment Management
Washington
$245K – – –
MCM
1894
Monument Capital Management
Virginia
$245K +$236K +451 New
HWM
1895
Heirloom Wealth Management
Colorado
$245K -$7.32K -14 -3%
WFG
1896
Wills Financial Group
Virginia
$245K – – –
FPW
1897
Flagship Private Wealth
Massachusetts
$245K +$235K +450 New
SFP
1898
Sandbox Financial Partners
Maryland
$244K +$234K +448 New
BSSFA
1899
Baron Silver Stevens Financial Advisors
Florida
$243K +$234K +448 New
TWM
1900
Tripletail Wealth Management
Florida
$243K +$270K +517 New
74 75
76
77 78