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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
2026
Texas Capital Bank Wealth Management Services
Texas
$229K +$215K +404 New
RDFA
2027
Ritter Daniher Financial Advisory
Ohio
$228K -$43.1K -81 -17%
PB
2028
Pinnacle Bancorp
Nebraska
$228K -$71.9K -135 -25%
GCM
2029
Genus Capital Management
British Columbia, Canada
$228K +$215K +403 New
RCM
2030
Radnor Capital Management
Pennsylvania
$228K +$215K +403 New
SFG
2031
Synergy Financial Group
California
$228K +$215K +403 New
CWM
2032
Centric Wealth Management
Illinois
$228K +$1.6K +3 +0.7%
DWG
2033
Darden Wealth Group
Michigan
$227K +$213K +400 New
DC
2034
Defender Capital
North Carolina
$227K +$213K +400 New
KA
2035
KLCM Advisors
Wisconsin
$227K +$213K +400 New
CWA
2036
Centennial Wealth Advisory
Michigan
$226K +$212K +399 New
OCM
2037
Osterweis Capital Management
California
$225K +$16K +30 +8%
KCM
2038
Kanawha Capital Management
Virginia
$225K +$212K +398 New
TWM
2039
Tanager Wealth Management
United Kingdom
$225K +$211K +397 New
LWL
2040
Leo Wealth LLC
Texas
$225K +$211K +397 New
DBIA
2041
Dumont & Blake Investment Advisors
New Jersey
$224K +$210K +395 New
TFA
2042
Toth Financial Advisory
Virginia
$224K +$7.99K +15 +4%
SSWM
2043
Strait & Sound Wealth Management
California
$224K -$31.4K -59 -13%
PCS
2044
Private Client Services
Kentucky
$223K +$210K +394 New
JC
2045
JB Capital
Connecticut
$223K +$209K +393 New
NA
2046
Navellier & Associates
Nevada
$223K +$209K +393 New
WAM
2047
Walker Asset Management
Missouri
$222K +$209K +392 New
OFG
2048
Omega Financial Group
California
$221K +$208K +391 New
RA
2049
Rise Advisors
New York
$221K -$4.26K -8 -2%
FFP
2050
FourThought Financial Partners
Florida
$221K +$208K +390 New
80 81
82
83 84