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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
RDFA
2026
Ritter Daniher Financial Advisory
Ohio
$228K -$43.1K -81 -17%
PB
2027
Pinnacle Bancorp
Nebraska
$228K -$71.9K -135 -25%
GCM
2028
Genus Capital Management
British Columbia, Canada
$228K +$215K +403 New
RCM
2029
Radnor Capital Management
Pennsylvania
$228K +$215K +403 New
SFG
2030
Synergy Financial Group
California
$228K +$215K +403 New
CWM
2031
Centric Wealth Management
Illinois
$228K +$1.6K +3 +0.7%
DWG
2032
Darden Wealth Group
Michigan
$227K +$213K +400 New
DC
2033
Defender Capital
North Carolina
$227K +$213K +400 New
KA
2034
KLCM Advisors
Wisconsin
$227K +$213K +400 New
CWA
2035
Centennial Wealth Advisory
Michigan
$226K +$212K +399 New
OCM
2036
Osterweis Capital Management
California
$225K +$16K +30 +8%
KCM
2037
Kanawha Capital Management
Virginia
$225K +$212K +398 New
TWM
2038
Tanager Wealth Management
United Kingdom
$225K +$211K +397 New
LWL
2039
Leo Wealth LLC
Texas
$225K +$211K +397 New
DBIA
2040
Dumont & Blake Investment Advisors
New Jersey
$224K +$210K +395 New
TFA
2041
Toth Financial Advisory
Virginia
$224K +$7.99K +15 +4%
SSWM
2042
Strait & Sound Wealth Management
California
$224K -$31.4K -59 -13%
PCS
2043
Private Client Services
Kentucky
$223K +$210K +394 New
JC
2044
JB Capital
Connecticut
$223K +$209K +393 New
NA
2045
Navellier & Associates
Nevada
$223K +$209K +393 New
WAM
2046
Walker Asset Management
Missouri
$222K +$209K +392 New
OFG
2047
Omega Financial Group
California
$221K +$208K +391 New
RA
2048
Rise Advisors
New York
$221K -$4.26K -8 -2%
FFP
2049
FourThought Financial Partners
Florida
$221K +$208K +390 New
AIA
2050
AssuredPartners Investment Advisors
Florida
$220K +$207K +389 New
80 81
82
83 84