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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1926
Toth Financial Advisory
Virginia
$94K – – –
BCMLT
1927
Beacon Capital Management LLC (Tennessee)
Tennessee
$93.4K – – –
IUHSA
1928
Itau Unibanco Holding S.A.
Brazil
$92.9K +$2.08K +4 +2%
AP
1929
Atwood & Palmer
Missouri
$91.3K -$1.04K -2 -1%
BIA
1930
Bell Investment Advisors
California
$88.7K -$3.65K -7 -4%
HWA
1931
HHM Wealth Advisors
Tennessee
$88.2K +$7.81K +15 +10%
GKIM
1932
GW&K Investment Management
Massachusetts
$87K +$2.08K +4 +2%
CWM
1933
Crowley Wealth Management
Delaware
$86.1K +$85.9K +165 New
FLP
1934
Financial Life Planners
Arizona
$81.4K +$81.3K +156 New
BAM
1935
Byrne Asset Management
New Jersey
$80.9K -$1.04K -2 -1%
CAS
1936
Coppell Advisory Solutions
Texas
$79.3K +$4.69K +9 +6%
JWA
1937
JFS Wealth Advisors
Pennsylvania
$77.8K – – –
FDCP
1938
Foster Dykema Cabot & Partners
Massachusetts
$76.7K – – –
MWA
1939
Medallion Wealth Advisors
Connecticut
$74.7K +$75.5K +145 New
ME
1940
McIlrath & Eck
Washington
$74.1K – – –
SA
1941
SRH Advisors
Kansas
$70.5K – – –
BC
1942
BIT Capital
Germany
$69.9K -$79.7K -153 -53%
TWD
1943
True Wealth Design
Ohio
$69.7K +$1.56K +3 +2%
S
1944
Sachetta
Massachusetts
$69.4K +$521 +1 +0.8%
FA
1945
Financial Avengers
California
$67.9K – – –
AWM
1946
Activest Wealth Management
Florida
$67.3K -$7.29K -14 -10%
VWA
1947
VSM Wealth Advisory
Maryland
$67.3K +$67.2K +129 New
CHC
1948
City Holding Co
West Virginia
$65.8K – – –
CAL
1949
Capital Advisors Ltd
Ohio
$65K – – –
GA
1950
GoalVest Advisory
New York
$64.2K – – –
76 77
78
79 80