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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2051
TD Capital Management
Tennessee
$29.7K +$24.9K +45 +300%
LFASL
2052
Lugano Financial Advisors SA (LFA)
Switzerland
$29.7K +$33.2K +60 New
WOC
2053
West Oak Capital
California
$29.7K – – –
SFA
2054
Semmax Financial Advisors
North Carolina
$29.5K – – –
RI
2055
Ridgewood Investments
New Jersey
$29.2K – – –
T
2056
Tidemark
California
$28.2K – – –
NFSG
2057
Newbridge Financial Services Group
Florida
$28.2K – – –
RWM
2058
Raffa Wealth Management
District of Columbia
$27.7K -$4.98K -9 -14%
EPW
2059
Evergreen Private Wealth
Colorado
$26.7K – – –
GFPC
2060
Global Financial Private Client
Florida
$26.2K +$21K +38 +253%
EF
2061
Elite Financial
Idaho
$26K +$29.9K +54 New
FPF
2062
First Pacific Financial
Washington
$25.8K – – –
OIA
2063
Optimum Investment Advisors
Illinois
$24.8K – – –
PAM
2064
Parvin Asset Management
South Dakota
$24.8K – – –
LWANC
2065
Laurel Wealth Advisors (North Carolina)
North Carolina
$24.8K +$1.11K +2 +4%
CCM
2066
Chilton Capital Management
Texas
$24.8K +$23.8K +43 +614%
HFS
2067
Hughes Financial Services
Virginia
$24.3K +$27.1K +49 New
HC
2068
Hurley Capital
New York
$24.3K – – –
ATC
2069
Adirondack Trust Company
New York
$24.3K -$1.11K -2 -4%
SIC
2070
SJS Investment Consulting
Ohio
$23.8K +$23.8K +43 +860%
AF
2071
Atala Financial
California
$23.8K – – –
CNBT
2072
Cornerstone National Bank & Trust
Illinois
$23.8K – – –
CTWM
2073
Cherry Tree Wealth Management
Minnesota
$22.8K – – –
AFG
2074
Albion Financial Group
Utah
$22.3K – – –
HIW
2075
Holos Integrated Wealth
Pennsylvania
$22.3K – – –
81 82
83
84 85