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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
2026
Vermillion Wealth Management
Minnesota
$22.4K +$22.4K +43 New
FDW
2027
Fourth Dimension Wealth
Ohio
$21.9K +$21.9K +42 New
OCM
2028
Osterweis Capital Management
California
$20.9K -$71.4K -137 -77%
BWL
2029
Bogart Wealth LLC
Virginia
$20.9K +$3.13K +6 +18%
PA
2030
Pineridge Advisors
Missouri
$20.9K +$17.2K +33 +471%
RAM
2031
Riggs Asset Management
Pennsylvania
$20K – – –
AWM
2032
Ameliora Wealth Management
Switzerland
$18.8K – – –
BC
2033
Barrett & Company
Rhode Island
$18.8K – – –
BONH
2034
Bank of New Hampshire
New Hampshire
$18.3K +$18.2K +35 New
JFG
2035
JDM Financial Group
Texas
$17.7K – – –
CAC
2036
Core Alternative Capital
Georgia
$17.2K +$5.21K +10 +43%
MFA
2037
McClarren Financial Advisors
Pennsylvania
$17K – – –
SC
2038
Stephens Consulting
Michigan
$16.7K – – –
CT
2039
Coastline Trust
Rhode Island
$16.7K +$1.04K +2 +7%
MCM
2040
Mainstream Capital Management
California
$16.7K +$16.7K +32 New
LIS
2041
Legacy Investment Solutions
Idaho
$16.3K +$6.77K +13 +87%
LWMI
2042
Legacy Wealth Management (Idaho)
Idaho
$16.3K +$6.77K +13 +87%
CWP
2043
Clark Wealth Partners
Illinois
$15.7K +$15.6K +30 New
MSWA
2044
Marshall & Sterling Wealth Advisors
New York
$15.7K +$15.6K +30 New
PPA
2045
Pilgrim Partners Asia
Singapore
$15.7K +$15.6K +30 New
CCA
2046
Criterion Capital Advisors
Tennessee
$15.6K – – –
EFMH
2047
E Fund Management (HK)
Hong Kong
$15K +$12.5K +24 +480%
SAM
2048
Synergy Asset Management
Washington
$14.7K +$15.6K +30 New
BHWM
2049
Beaird Harris Wealth Management
Texas
$14.6K – – –
OW
2050
Olistico Wealth
Oklahoma
$14.6K – – –
80 81
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