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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
BOJHT
2026
Bank of Jackson Hole Trust
Wyoming
$43K +$17.1K +31 +70%
CIAS
2027
CBIZ Investment Advisory Services
Ohio
$40.6K +$14.9K +27 +49%
1M
2028
1248 Management
Missouri
$40.6K +$45.3K +82 New
MA
2029
MCF Advisors
Kentucky
$40.1K -$14.9K -27 -25%
DIP
2030
DT Investment Partners
Pennsylvania
$40.1K – – –
CYG
2031
Clean Yield Group
Vermont
$40.1K +$14.9K +27 +50%
IUHSA
2032
Itau Unibanco Holding S.A.
Brazil
$40K -$54.2K -98 -55%
POIA
2033
Pin Oak Investment Advisors
Texas
$40K – – –
AWM
2034
Activest Wealth Management
Florida
$39.2K -$27.7K -50 -39%
PWMG
2035
Prestige Wealth Management Group
New Jersey
$37.1K – – –
SC
2036
Solstein Capital
California
$36.6K – – –
DJSG
2037
D.J. St. Germain
Massachusetts
$36.2K +$16.6K +30 +70%
CWM
2038
Compass Wealth Management
Connecticut
$35.7K – – –
FCG
2039
Financial Connections Group
California
$35K – – –
SO
2040
Sierra Ocean
California
$34.7K -$3.32K -6 -8%
PK
2041
Pflug Koory
Nebraska
$34.7K – – –
AEPWM
2042
Atlantic Edge Private Wealth Management
Florida
$34.7K +$8.29K +15 +27%
AA
2043
Addison Advisors
Vermont
$32.7K -$4.42K -8 -11%
MSG
2044
Main Street Group
Virginia
$32.7K -$1.66K -3 -4%
BTD
2045
BankPlus Trust Department
Mississippi
$32.7K +$7.19K +13 +25%
MAM
2046
Meeder Asset Management
Ohio
$31.7K -$16K -29 -31%
B
2047
Birchbrook
Maine
$31.2K – – –
NCM
2048
Northwest Capital Management
Oregon
$31.2K – – –
MSWM
2049
Mowery & Schoenfeld Wealth Management
Illinois
$30.2K – – –
KSWA
2050
Kathleen S. Wright Associates
Pennsylvania
$29.7K – – –
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