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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
2076
Salomon & Ludwin
Virginia
$22.3K – – –
VWM
2077
Vermillion Wealth Management
Minnesota
$21.3K – – –
W
2078
WealthCollab
Washington
$21.3K – – –
FDW
2079
Fourth Dimension Wealth
Ohio
$20.8K – – –
SMFG
2080
Sumitomo Mitsui Financial Group
Japan
$19.7K +$22.1K +40 New
RAM
2081
Riggs Asset Management
Pennsylvania
$18.8K – – –
BC
2082
Barrett & Company
Rhode Island
$17.8K – – –
MSWA
2083
Marshall & Sterling Wealth Advisors
New York
$17.8K +$3.32K +6 +20%
RF
2084
Robinswood Financial
Washington
$17.8K +$19.9K +36 New
SWIM
2085
Smallwood Wealth Investment Management
New Jersey
$17.8K +$19.9K +36 New
BDPWM
2086
Barnes Dennig Private Wealth Management
Ohio
$17.3K +$19.4K +35 New
1IA
2087
1620 Investment Advisors
Massachusetts
$17K -$8.29K -15 -31%
JFG
2088
JDM Financial Group
Texas
$16.8K – – –
HNW
2089
High Note Wealth
Minnesota
$16.3K -$9.4K -17 -34%
MFA
2090
McClarren Financial Advisors
Pennsylvania
$16K – – –
DRS
2091
Deane Retirement Strategies
Louisiana
$15.4K -$5.54M -10,019 -100%
RF
2092
Roxbury Financial
New Jersey
$14.9K +$14.4K +26 New
CT
2093
Coastline Trust
Rhode Island
$14.9K -$1.11K -2 -6%
PPA
2094
Pilgrim Partners Asia
Singapore
$14.9K – – –
FW
2095
Fairway Wealth
Ohio
$14.9K +$16.6K +30 New
PCM
2096
Penserra Capital Management
California
$14K -$499K -903 -97%
OW
2097
Olistico Wealth
Oklahoma
$13.9K – – –
SWA
2098
SOA Wealth Advisors
New York
$13.9K +$7.19K +13 +87%
VBA
2099
von Borstel & Associates
Oregon
$13K +$14.9K +27 New
OAJ
2100
Ogorek Anthony Joseph
New York
$13K +$15.5K +28 New
82 83
84
85 86