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ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1926
Sovereign Investment Advisors
Arizona
$227K +$249K +493 New
EWM
1927
Evermay Wealth Management
Virginia
$227K -$145K -287 -37%
NCM
1928
Novare Capital Management
North Carolina
$227K -$7.59K -15 -3%
SFA
1929
Souders Financial Advisors
Ohio
$227K -$482K -952 -66%
WKSWA
1930
White Knight Strategic Wealth Advisors
New Jersey
$226K -$31.9K -63 -11%
MFA
1931
Mayflower Financial Advisors
Massachusetts
$226K +$13.7K +27 +6%
BWS
1932
Buck Wealth Strategies
Colorado
$226K -$153K -303 -38%
CIAM
1933
Caitong International Asset Management
Hong Kong
$226K -$64.8K -128 -21%
CFP
1934
Cascade Financial Partners
California
$226K – – –
MFC
1935
Morris Financial Concepts
South Carolina
$225K +$6.58K +13 +3%
SFC
1936
SYM Financial Corp
Indiana
$225K +$63.7K +126 +35%
SWM
1937
Shrier Wealth Management
California
$225K +$247K +488 New
BCP
1938
Berkeley Capital Partners
Georgia
$224K +$8.6K +17 +4%
BOPW
1939
Brandywine Oak Private Wealth
Pennsylvania
$223K +$20.7K +41 +9%
PWA
1940
Provenance Wealth Advisors
Florida
$223K – – –
CWA
1941
Centennial Wealth Advisory
Michigan
$223K +$42.5K +84 +21%
OBWG
1942
Onyx Bridge Wealth Group
New York
$223K +$18.7K +37 +8%
BSI
1943
Bennett Selby Investments
Maine
$222K – – –
S
1944
Sunpointe
Missouri
$222K +$5.57K +11 +2%
EW
1945
Evexia Wealth
Wisconsin
$222K +$14.7K +29 +6%
NAM
1946
NTV Asset Management
West Virginia
$221K -$506 -1 -0.2%
RWA
1947
River Wealth Advisors
Pennsylvania
$221K -$162K -321 -40%
WFG
1948
Wills Financial Group
Virginia
$220K +$28.8K +57 +13%
MWA
1949
Midland Wealth Advisors
Illinois
$220K +$33.4K +66 +16%
GRR
1950
Golden Reserve Retirement
Ohio
$219K +$240K +474 New
76 77
78
79 80