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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
2026
Kelleher Financial Advisors
New York
$13.4K +$14.4K +30 New
FPB
2027
First PREMIER Bank
South Dakota
$13K +$6.72K +14 +100%
PSB
2028
Piscataqua Savings Bank
New Hampshire
$12.5K – – –
KA
2029
Kozak & Associates
Colorado
$11.5K +$10.1K +21 New
GGI
2030
Godsey & Gibb Inc
Virginia
$11.2K – – –
FNWA
2031
Financial Network Wealth Advisors
Utah
$11.2K +$4.32K +9 +56%
JAM
2032
JCIC Asset Management
Ontario, Canada
$11.2K +$12K +25 New
PFSC
2033
Peoples Financial Services Corp
Pennsylvania
$11.2K – – –
VWA
2034
VSM Wealth Advisory
Maryland
$10.7K -$50.4K -105 -81%
BFS
2035
Burkett Financial Services
South Carolina
$10.7K – – –
BHWM
2036
Beaird Harris Wealth Management
Texas
$10.7K +$2.88K +6 +33%
DCM
2037
Davidson Capital Management
Texas
$10.7K +$2.88K +6 +33%
VWA
2038
Valued Wealth Advisors
Utah
$10.3K -$960 -2 -8%
CWP
2039
Clark Wealth Partners
Illinois
$10.2K – – –
CMP
2040
Coston McIsaac & Partners
Maine
$10K – – –
CA
2041
Centerpoint Advisors
Massachusetts
$10K +$10.6K +22 New
FFC
2042
First Financial Corp
Indiana
$9.84K – – –
FDW
2043
Fourth Dimension Wealth
Ohio
$9.39K – – –
MLA
2044
MB, Levis & Associates
Pennsylvania
$9.39K – – –
PCFFS
2045
Pacific Center for Financial Services
California
$9.39K – – –
CCM
2046
Cloud Capital Management
Washington
$9K +$10.6K +22 New
CIA
2047
Cape Investment Advisory
Georgia
$8.5K +$1.44K +3 +19%
AAG
2048
Armstrong Advisory Group
Massachusetts
$8.5K +$2.4K +5 +36%
IA
2049
IFS Advisors
Kansas
$8.05K – – –
TH
2050
TCTC Holdings
Texas
$8.05K – – –
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