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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
2026
Western Pacific Wealth Management
Illinois
$63.6K – – –
CPG
2027
Cornerstone Planning Group
New Jersey
$63K -$10K -23 -11%
GKIM
2028
GW&K Investment Management
Massachusetts
$62K -$24K -55 -26%
GFA
2029
Godfrey Financial Associates
New York
$61.6K – – –
MA
2030
MCF Advisors
Kentucky
$60.8K -$17.9K -41 -21%
SL
2031
Salomon & Ludwin
Virginia
$60.8K -$44.6K -102 -40%
SC
2032
Solstein Capital
California
$60K -$93.9K -215 -59%
JSAM
2033
J. Safra Asset Management
New York
$58.5K -$193K -441 -75%
FDCP
2034
Foster Dykema Cabot & Partners
Massachusetts
$58.5K – – –
SEP
2035
Signature Equity Partners
Ohio
$58.1K +$15.3K +35 +32%
SW
2036
StrongBox Wealth
Missouri
$58.1K +$63.8K +146 New
HPWM
2037
High Point Wealth Management
New Jersey
$57.3K – – –
SA
2038
SRH Advisors
Kansas
$53.7K – – –
KAS
2039
Kemnay Advisory Services
New York
$53.7K +$5.24K +12 +10%
RA
2040
Rational Advisors
New York
$52.1K +$6.12K +14 +12%
MCA
2041
McGuire Capital Advisors
Oklahoma
$51.7K +$12.2K +28 +27%
HWP
2042
Highline Wealth Partners
California
$51.3K -$102K -233 -64%
PB
2043
Prosperity Bancshares
Texas
$51.3K -$8.74K -20 -13%
HHCP
2044
Hilton Head Capital Partners
South Carolina
$50.9K +$43.7K +100 +357%
BCM
2045
Boreal Capital Management
Florida
$48.9K – – –
FPF
2046
First Pacific Financial
Washington
$48.9K +$5.24K +12 +11%
OAJ
2047
Ogorek Anthony Joseph
New York
$48K – – –
BTD
2048
BankPlus Trust Department
Mississippi
$47.3K -$21.8K -50 -30%
ACA
2049
American Capital Advisory
Idaho
$46.5K +$7.43K +17 +17%
TCM
2050
TD Capital Management
Tennessee
$46.1K – – –
80 81
82
83 84