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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
2151
Redmont Wealth Advisors
Illinois
$24.5K +$23.5K +45 New
W
2152
WealthCollab
Washington
$23.4K – – –
SA
2153
Scarborough Advisors
Maryland
$23.4K +$22.5K +43 New
SL
2154
Salomon & Ludwin
Virginia
$23.2K -$1.05K -2 -4%
BI
2155
Binnacle Investments
Iowa
$22.8K -$24.1K -46 -52%
HFS
2156
Hughes Financial Services
Virginia
$22.3K -$1.05K -2 -4%
EP
2157
Essential Partners
California
$22.3K +$21.4K +41 New
IWM
2158
IMG Wealth Management
Florida
$22.3K +$21.4K +41 New
GC
2159
GFG Capital
Florida
$21.2K +$20.4K +39 New
HIW
2160
Holos Integrated Wealth
Pennsylvania
$21.2K – – –
SIC
2161
SJS Investment Consulting
Ohio
$20.7K -$5.23K -10 -21%
RF
2162
Roxbury Financial
New Jersey
$20.6K +$6.27K +12 +46%
SWA
2163
SOA Wealth Advisors
New York
$20.1K +$4.71K +9 +32%
RBC
2164
Roble Belko & Company
Pennsylvania
$20K +$18.8K +36 New
BC
2165
Barrett & Company
Rhode Island
$19.6K – – –
MSWA
2166
Marshall & Sterling Wealth Advisors
New York
$19.6K – – –
RF
2167
Robinswood Financial
Washington
$19.6K – – –
SWIM
2168
Smallwood Wealth Investment Management
New Jersey
$19.6K – – –
1IA
2169
1620 Investment Advisors
Massachusetts
$18.7K – – –
SIS
2170
Sound Income Strategies
Florida
$18.5K +$5.23K +10 +42%
HNW
2171
High Note Wealth
Minnesota
$17.9K – – –
DRS
2172
Deane Retirement Strategies
Louisiana
$16.8K – – –
CT
2173
Coastline Trust
Rhode Island
$16.3K – – –
FW
2174
Fairway Wealth
Ohio
$16.3K – – –
CMA
2175
Cedar Mountain Advisors
Oregon
$16.3K +$4.18K +8 +36%
85 86
87
88 89