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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
2101
Oakworth Capital
Alabama
$23.5K – – –
NFSG
2102
Newbridge Financial Services Group
Florida
$23.5K – – –
HFS
2103
Hughes Financial Services
Virginia
$23.5K +$5.24K +12 +26%
KG
2104
Kilter Group
New York
$23.1K -$2.62K -6 -9%
BWM
2105
Benson Wealth Management
Tennessee
$23.1K – – –
BFS
2106
Bare Financial Services
Pennsylvania
$22.3K +$10.5K +24 +75%
RF
2107
Roxbury Financial
New Jersey
$21.9K +$10.9K +25 +83%
CYG
2108
Clean Yield Group
Vermont
$21.5K – – –
MSWM
2109
Mowery & Schoenfeld Wealth Management
Illinois
$21.5K – – –
SG
2110
Sankala Group
Colorado
$21.3K +$23.6K +54 New
CFM
2111
Cornerstone Financial Management
Massachusetts
$21.1K +$7.43K +17 +47%
FA
2112
Fedenia Advisers
Wisconsin
$21.1K +$23.2K +53 New
MAM
2113
Marquette Asset Management
Minnesota
$19.9K -$7.86K -18 -26%
ACA
2114
Atlas Capital Advisors
Wyoming
$19.9K +$21.8K +50 New
HC
2115
Hurley Capital
New York
$19.5K – – –
CNBT
2116
Cornerstone National Bank & Trust
Illinois
$19.3K – – –
TWD
2117
True Wealth Design
Ohio
$19.1K -$31K -71 -60%
PGAM
2118
Princeton Global Asset Management
New Jersey
$18.7K -$224K -513 -92%
AFG
2119
Albion Financial Group
Utah
$17.9K -$8.74K -20 -31%
W
2120
WealthCollab
Washington
$17.1K – – –
VWM
2121
Vermillion Wealth Management
Minnesota
$17.1K -$10.9K -25 -37%
HI
2122
Hoey Investments
Pennsylvania
$16.7K +$1.31K +3 +8%
DCM
2123
Davis Capital Management
Florida
$16.7K +$16.2K +37 +740%
EWP
2124
Elevation Wealth Partners
California
$15.9K +$2.62K +6 +18%
FA
2125
Fountainhead AM
New Jersey
$15.5K +$4.37K +10 +34%
83 84
85
86 87