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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
2026
High Point Wealth Management
New Jersey
$57.3K – – –
SA
2027
SRH Advisors
Kansas
$53.7K – – –
KAS
2028
Kemnay Advisory Services
New York
$53.7K +$5.24K +12 +10%
RA
2029
Rational Advisors
New York
$52.1K +$6.12K +14 +12%
MCA
2030
McGuire Capital Advisors
Oklahoma
$51.7K +$12.2K +28 +27%
HWP
2031
Highline Wealth Partners
California
$51.3K -$102K -233 -64%
PB
2032
Prosperity Bancshares
Texas
$51.3K -$8.74K -20 -13%
HHCP
2033
Hilton Head Capital Partners
South Carolina
$50.9K +$43.7K +100 +357%
BCM
2034
Boreal Capital Management
Florida
$48.9K – – –
FPF
2035
First Pacific Financial
Washington
$48.9K +$5.24K +12 +11%
OAJ
2036
Ogorek Anthony Joseph
New York
$48K – – –
BTD
2037
BankPlus Trust Department
Mississippi
$47.3K -$21.8K -50 -30%
ACA
2038
American Capital Advisory
Idaho
$46.5K +$7.43K +17 +17%
TCM
2039
TD Capital Management
Tennessee
$46.1K – – –
GA
2040
GoalVest Advisory
New York
$44.9K -$30.6K -70 -38%
IPS
2041
Investors Portfolio Services
Washington
$44.6K +$874 +2 +2%
MFC
2042
Mechanics Financial Corp
Ohio
$44.5K – – –
IUHSA
2043
Itau Unibanco Holding S.A.
Brazil
$44.1K – – –
MAS
2044
MPWM Advisory Solutions
Georgia
$43.7K -$437 -1 -0.9%
FA
2045
Financial Avengers
California
$43.7K – – –
LFASL
2046
Lugano Financial Advisors SA (LFA)
Switzerland
$43.7K – – –
BWM
2047
Bernard Wealth Management
Michigan
$43K – – –
MCA
2048
Midwest Capital Advisors
Michigan
$41.4K – – –
PH
2049
Pinnacle Holdings
Oklahoma
$41K +$45K +103 New
CCA
2050
Catalyst Capital Advisors
New York
$40.6K -$13.1K -30 -23%
80 81
82
83 84