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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
HIW
2076
Holos Integrated Wealth
Pennsylvania
$22.3K – – –
SL
2077
Salomon & Ludwin
Virginia
$22.3K – – –
VWM
2078
Vermillion Wealth Management
Minnesota
$21.3K – – –
W
2079
WealthCollab
Washington
$21.3K – – –
FDW
2080
Fourth Dimension Wealth
Ohio
$20.8K – – –
SMFG
2081
Sumitomo Mitsui Financial Group
Japan
$19.7K +$22.1K +40 New
RAM
2082
Riggs Asset Management
Pennsylvania
$18.8K – – –
BC
2083
Barrett & Company
Rhode Island
$17.8K – – –
MSWA
2084
Marshall & Sterling Wealth Advisors
New York
$17.8K +$3.32K +6 +20%
RF
2085
Robinswood Financial
Washington
$17.8K +$19.9K +36 New
SWIM
2086
Smallwood Wealth Investment Management
New Jersey
$17.8K +$19.9K +36 New
BDPWM
2087
Barnes Dennig Private Wealth Management
Ohio
$17.3K +$19.4K +35 New
1IA
2088
1620 Investment Advisors
Massachusetts
$17K -$8.29K -15 -31%
JFG
2089
JDM Financial Group
Texas
$16.8K – – –
HNW
2090
High Note Wealth
Minnesota
$16.3K -$9.4K -17 -34%
MFA
2091
McClarren Financial Advisors
Pennsylvania
$16K – – –
DRS
2092
Deane Retirement Strategies
Louisiana
$15.4K -$5.54M -10,019 -100%
RF
2093
Roxbury Financial
New Jersey
$14.9K +$14.4K +26 New
CT
2094
Coastline Trust
Rhode Island
$14.9K -$1.11K -2 -6%
PPA
2095
Pilgrim Partners Asia
Singapore
$14.9K – – –
FW
2096
Fairway Wealth
Ohio
$14.9K +$16.6K +30 New
PCM
2097
Penserra Capital Management
California
$14K -$499K -903 -97%
OW
2098
Olistico Wealth
Oklahoma
$13.9K – – –
SWA
2099
SOA Wealth Advisors
New York
$13.9K +$7.19K +13 +87%
VBA
2100
von Borstel & Associates
Oregon
$13K +$14.9K +27 New
82 83
84
85 86