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ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1926
Matisse Capital
Oregon
$230K – – –
EW
1927
Element Wealth
Mississippi
$230K +$221K +423 New
DIP
1928
Davis Investment Partners
North Carolina
$230K – – –
MF
1929
Manchester Financial
California
$229K -$1.57K -3 -0.7%
AFA
1930
Allium Financial Advisors
Oregon
$229K – – –
C
1931
Covestor
United Kingdom
$229K -$59.6K -114 -21%
PA
1932
Prossimo Advisors
California
$229K -$7.32K -14 -3%
SWA
1933
SFMG Wealth Advisors
Texas
$228K +$220K +420 New
AC
1934
ASB Consultores
Florida
$228K -$19.9K -38 -8%
GAM
1935
Griffin Asset Management
New York
$228K – – –
DO
1936
denkapparat Operations
Germany
$227K -$20.9K -40 -9%
FWM
1937
Focused Wealth Management
New York
$227K – – –
LSPW
1938
Lake Street Private Wealth
Illinois
$226K – – –
CWA
1939
Canvas Wealth Advisors
Kansas
$226K -$25.1K -48 -10%
BCM
1940
Blume Capital Management
California
$226K -$1.05K -2 -0.5%
RSWA
1941
Robinson Smith Wealth Advisors
Maine
$226K -$2.61K -5 -1%
CC
1942
Corton Capital
Ontario, Canada
$225K +$216K +414 New
FPGK
1943
Financial Partners Group (Kansas)
Kansas
$224K – – –
WCM
1944
Weik Capital Management
Pennsylvania
$224K +$215K +412 New
WJA
1945
Willis Johnson & Associates
Texas
$224K +$215K +412 New
PWAC
1946
Private Wealth Advisors (California)
California
$223K – – –
3IP
1947
3Chopt Investment Partners
Virginia
$223K +$523 +1 +0.2%
HCM
1948
Hudson Capital Management
New Jersey
$222K – – –
WFA
1949
WMG Financial Advisors
Tennessee
$222K +$214K +409 New
KCM
1950
Kanawha Capital Management
Virginia
$222K -$28.2K -54 -12%
76 77
78
79 80