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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
2151
Inlight Wealth Management
Georgia
$125K – – –
CTA
2152
Colonial Trust Advisors
South Carolina
$125K +$34.1K +64 +41%
BTD
2153
BankPlus Trust Department
Mississippi
$124K +$26.6K +50 +30%
DWA
2154
Delos Wealth Advisors
Texas
$119K – – –
GKIM
2155
GW&K Investment Management
Massachusetts
$116K +$14.9K +28 +16%
WG
2156
Wellington Group
Indiana
$114K +$108K +202 New
HWP
2157
Highline Wealth Partners
California
$110K +$16K +30 +18%
MAM
2158
Meeder Asset Management
Ohio
$110K +$62.8K +118 +153%
GWSG
2159
GPS Wealth Strategies Group
Colorado
$109K -$223K -419 -69%
FGA
2160
Fortis Group Advisors
New Jersey
$108K – – –
GG
2161
Gleason Group
Kentucky
$108K – – –
CPG
2162
Cornerstone Planning Group
New Jersey
$106K +$11.2K +21 +12%
BIA
2163
Bell Investment Advisors
California
$104K +$21.3K +40 +28%
GA
2164
GoalVest Advisory
New York
$104K +$31.4K +59 +48%
MWA
2165
Medallion Wealth Advisors
Connecticut
$103K – – –
BFPW
2166
BOK Financial Private Wealth
Colorado
$102K – – –
JWA
2167
JFS Wealth Advisors
Pennsylvania
$101K +$17K +32 +22%
PWA
2168
Physician Wealth Advisors
Utah
$101K -$371K -697 -80%
LWM
2169
Lodestone Wealth Management
Washington
$101K +$94.8K +178 New
CSB
2170
City State Bank
Iowa
$100K -$12.2K -23 -12%
TWD
2171
True Wealth Design
Ohio
$99.7K +$3.73K +7 +4%
AP
2172
Atwood & Palmer
Missouri
$97.4K +$532 +1 +0.6%
KFAS
2173
Keating Financial Advisory Services
Kansas
$97.4K +$91.6K +172 New
CHC
2174
City Holding Co
West Virginia
$92.9K – – –
CCP
2175
Caden Capital Partners
California
$92.3K +$86.8K +163 New
85 86
87
88 89