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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
2076
Gen-Wealth Partners
Michigan
$5.37K – – –
JGIA
2077
Jackson Grant Investment Advisers
Connecticut
$5.37K – – –
NFSG
2078
Newbridge Financial Services Group
Florida
$4.92K -$24.5K -51 -82%
PPA
2079
Painted Porch Advisors
California
$4.92K – – –
HFS
2080
Horizon Financial Services
North Carolina
$4.92K +$4.8K +10 +1,000%
TCB
2081
Texas Capital Bancshares
Texas
$4.92K +$5.28K +11 New
WA
2082
WestEnd Advisors
North Carolina
$4.47K -$2.88K -6 -38%
CC
2083
Corsicana & Co
Texas
$4.47K +$4.8K +10 New
DF
2084
DecisionPoint Financial
Arizona
$4.38K – – –
PS
2085
PayPay Securities
Japan
$4.25K +$2.4K +5 +100%
API
2086
Asset Planning Inc
California
$4.03K – – –
BHWM
2087
Bay Harbor Wealth Management
Maryland
$4.03K +$960 +2 +29%
MWM
2088
Mascoma Wealth Management
New Hampshire
$4.03K +$1.92K +4 +80%
RBC
2089
Roble Belko & Company
Pennsylvania
$4K -$13K -27 -75%
NL
2090
NVWM LLC
Pennsylvania
$3.13K -$1.03M -2,151 -100%
AP
2091
Aspect Partners
Virginia
$3.13K -$480 -1 -13%
DFA
2092
DHJJ Financial Advisors
Illinois
$3.13K – – –
PCM
2093
Perritt Capital Management
Illinois
$3.13K – – –
SRCM
2094
Signature Resources Capital Management
California
$3.13K – – –
TCM
2095
Tradewinds Capital Management
Washington
$3.13K – – –
BSB
2096
Bangor Savings Bank
Maine
$2.68K – – –
TPBG
2097
Turning Point Benefit Group
Maryland
$2.63K +$2.88K +6 New
FFA
2098
Frazier Financial Advisors
Ohio
$2.24K +$2.4K +5 New
RFG
2099
REAP Financial Group
Texas
$2.24K -$1.44K -3 -38%
WAG
2100
Wiser Advisor Group
Arizona
$2.24K +$2.4K +5 New
82 83
84
85 86