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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
2076
Colonial Trust Advisors
South Carolina
$79.9K +$23.5K +45 +44%
TWD
2077
True Wealth Design
Ohio
$78.5K +$5.23K +10 +7%
BBPWM
2078
Blue Bell Private Wealth Management
Pennsylvania
$78.3K +$12.5K +24 +20%
VWM
2079
Vermillion Wealth Management
Minnesota
$77.7K +$52.3K +100 +233%
QL
2080
Quarry LP
New York
$76.1K -$257K -491 -78%
S
2081
Sachetta
Massachusetts
$73.9K +$2.09K +4 +3%
SA
2082
SRH Advisors
Kansas
$73.4K – – –
WIM
2083
Westside Investment Management
California
$71.6K +$64.8K +124 +1,378%
OAJ
2084
Ogorek Anthony Joseph
New York
$71K +$53.9K +103 +368%
VWA
2085
VSM Wealth Advisory
Maryland
$70.1K – – –
CAL
2086
Capital Advisors Ltd
Ohio
$69K +$1.57K +3 +2%
BAM
2087
Byrne Asset Management
New Jersey
$67.4K – – –
FA
2088
Financial Avengers
California
$65.2K – – –
PW
2089
Pandora Wealth
Illinois
$65.2K +$62.7K +120 New
PP
2090
PrairieView Partners
Minnesota
$65K – – –
SOW
2091
State of Wyoming
Wyoming
$62.5K -$523 -1 -0.9%
DCM
2092
Disciplina Capital Management
Tennessee
$61.9K – – –
CIAS
2093
CBIZ Investment Advisory Services
Ohio
$61.9K +$16.7K +32 +39%
LFASL
2094
Lugano Financial Advisors SA (LFA)
Switzerland
$61.9K +$28.2K +54 +90%
MFC
2095
Mechanics Financial Corp
Ohio
$60.9K – – –
GIA
2096
GHP Investment Advisors
Colorado
$60.3K – – –
MAS
2097
MPWM Advisory Solutions
Georgia
$59.8K – – –
BWM
2098
Bernard Wealth Management
Michigan
$58.7K – – –
UCB
2099
United Community Bank
South Carolina
$57.1K – – –
IMC
2100
Investment Management Corporation
Virginia
$56.5K -$3.66K -7 -6%
82 83
84
85 86