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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
S
2101
Sachetta
Massachusetts
$65.5K +$506 +1 +0.7%
SIS
2102
Sound Income Strategies
Florida
$65K -$2.53K -5 -3%
TWM
2103
TopTier Wealth Management
Wisconsin
$63.2K +$69.3K +137 New
SA
2104
SRH Advisors
Kansas
$62.2K – – –
CCA
2105
Catalyst Capital Advisors
New York
$60.9K -$258K -509 -79%
SIC
2106
SJS Investment Consulting
Ohio
$60.9K -$12.6K -25 -16%
LIA
2107
Limestone Investment Advisors
New York
$59K +$64.8K +128 New
CCM
2108
Chilton Capital Management
Texas
$57.2K -$4.55K -9 -7%
BCM
2109
Boreal Capital Management
Florida
$56.7K -$219K -432 -78%
KAS
2110
Kemnay Advisory Services
New York
$56.7K -$8.6K -17 -12%
OAJ
2111
Ogorek Anthony Joseph
New York
$56K – – –
TWD
2112
True Wealth Design
Ohio
$54.9K -$28.8K -57 -32%
RA
2113
Rational Advisors
New York
$53.9K -$783K -1,548 -93%
TCM
2114
TD Capital Management
Tennessee
$53.5K +$8.1K +16 +16%
MFC
2115
Mechanics Financial Corp
Ohio
$51.6K – – –
IUHSA
2116
Itau Unibanco Holding S.A.
Brazil
$51.2K -$4.05M -7,996 -99%
MAS
2117
MPWM Advisory Solutions
Georgia
$51.2K +$506 +1 +0.9%
SEP
2118
Signature Equity Partners
Ohio
$51.2K +$8.1K +16 +17%
FPF
2119
First Pacific Financial
Washington
$51.2K +$28.8K +57 +106%
BOJHT
2120
Bank of Jackson Hole Trust
Wyoming
$51.2K +$41.5K +82 +283%
FA
2121
Financial Avengers
California
$50.7K – – –
LFASL
2122
Lugano Financial Advisors SA (LFA)
Switzerland
$50.7K – – –
IPS
2123
Investors Portfolio Services
Washington
$50.7K +$35.4K +70 +175%
LWMI
2124
Legacy Wealth Management (Idaho)
Idaho
$50.2K +$15.2K +30 +38%
HIC
2125
Hamrick Investment Counsel
Washington
$50.2K +$55.1K +109 New
83 84
85
86 87