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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
RRA
1901
Round Rock Advisors
Connecticut
$283K +$266K +499 New
PFM
1902
Potomac Fund Management
Florida
$282K +$265K +498 New
DE
1903
DV Equities
Illinois
$281K +$264K +496 New
FAC
1904
Financial Advisory Corporation
Michigan
$280K – – –
BCM
1905
Buckhead Capital Management
Georgia
$280K +$264K +495 New
TWM
1906
Tripletail Wealth Management
Florida
$280K -$17K -32 -6%
VWM
1907
Vigilare Wealth Management
Arizona
$279K – – –
AA
1908
Acorns Advisers
California
$278K -$2.66K -5 -1%
DBRC
1909
D.B. Root & Company
Pennsylvania
$278K -$127K -239 -33%
CFP
1910
Cascade Financial Partners
California
$278K – – –
CT
1911
Colonial Trust
South Carolina
$276K +$70.8K +133 +38%
MWM
1912
MGB Wealth Management
Texas
$275K – – –
SFG
1913
Sunburst Financial Group
Alabama
$275K +$10.6K +20 +4%
PWA
1914
Provenance Wealth Advisors
Florida
$274K -$11.7K -22 -4%
DM
1915
Deerfield Management
New York
$274K -$2.64M -4,955 -91%
AW
1916
Alteri Wealth
California
$274K +$12.2K +23 +5%
CP
1917
Castleview Partners
Texas
$274K +$257K +483 New
NWMG
1918
National Wealth Management Group
Ohio
$274K +$257K +483 New
BSI
1919
Bennett Selby Investments
Maine
$273K – – –
CWG
1920
Crown Wealth Group
North Carolina
$272K -$2.66K -5 -1%
NAM
1921
NTV Asset Management
West Virginia
$272K – – –
FFO
1922
Fortitude Family Office
Arizona
$271K -$87.3K -164 -26%
SWP
1923
Semus Wealth Partners
Florida
$270K -$47.4K -89 -16%
MFC
1924
Morris Financial Concepts
South Carolina
$270K -$3.73K -7 -1%
AC
1925
AXQ Capital
New Jersey
$268K -$930K -1,746 -79%
75 76
77
78 79