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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
2076
OneAscent Financial Services
Alabama
$212K -$824K -1,547 -81%
DWM
2077
Darwin Wealth Management
Florida
$211K -$25K -47 -11%
FCM
2078
Fortis Capital Management
Washington
$211K +$199K +373 New
AFAS
2079
Acorn Financial Advisory Services
Virginia
$211K +$198K +372 New
IPAM
2080
Investment Partners Asset Management
New Jersey
$211K +$198K +372 New
WFAG
2081
Worth Financial Advisory Group
North Carolina
$211K +$198K +372 New
WW
2082
Waterfront Wealth
Kansas
$210K – – –
ISWM
2083
Independent Solutions Wealth Management
New York
$210K +$198K +371 New
BWM
2084
BAM Wealth Management
Colorado
$210K +$198K +371 New
RCM
2085
Raleigh Capital Management
North Carolina
$210K +$14.9K +28 +8%
MAC
2086
Mason & Associates (California)
California
$210K +$197K +370 New
MAG
2087
MRA Advisory Group
New Jersey
$209K -$319K -599 -62%
MCM
2088
Monument Capital Management
Virginia
$209K +$196K +369 New
PA
2089
Prossimo Advisors
California
$209K +$196K +369 New
RWM
2090
RKL Wealth Management
Pennsylvania
$208K +$195K +367 New
NA
2091
Nautilus Advisors
California
$208K +$195K +367 New
SHFP
2092
Second Half Financial Partners
Florida
$208K +$195K +367 New
RFA
2093
Register Financial Advisors
Georgia
$207K -$59.6K -112 -23%
RFN
2094
Redwood Financial Network
Ohio
$207K +$195K +366 New
RP
2095
Rice Partnership
Hawaii
$207K +$195K +366 New
CAM
2096
CPA Asset Management
Florida
$207K +$194K +365 New
PFG
2097
PAX Financial Group
Texas
$207K +$194K +365 New
AFO
2098
Arrowroot Family Office
California
$206K +$193K +363 New
CCS
2099
Concentric Capital Strategies
Connecticut
$206K +$193K +363 New
SFC
2100
SYM Financial Corp
Indiana
$206K +$193K +363 New
82 83
84
85 86