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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
2226
Marshall Investment Management
Colorado
$2.39K +$2.62K +6 New
PIP
2227
Philadelphia Investment Partners
New Jersey
$1.99K -$437 -1 -17%
KCM
2228
Key Capital Management
Tennessee
$1.99K – – –
PWM
2229
Proathlete Wealth Management
Florida
$1.99K – – –
RFG
2230
REAP Financial Group
Texas
$1.99K – – –
FB
2231
First Bancorp
Maine
$1.99K +$2.18K +5 New
GFL
2232
Granite FO LLC
New Hampshire
$1.59K – – –
NIG
2233
NFJ Investment Group
Texas
$1.59K – – –
HFG
2234
Harborfront Financial Group
Michigan
$1.59K +$1.75K +4 New
MI
2235
Markowski Investments
Florida
$1.59K +$1.75K +4 New
MWM
2236
Mascoma Wealth Management
New Hampshire
$1.59K +$1.75K +4 New
SFCL
2237
Strengthening Families & Communities LLC
Massachusetts
$1.59K +$1.75K +4 New
CTWM
2238
Cherry Tree Wealth Management
Minnesota
$1.19K – – –
IWM
2239
IMG Wealth Management
Florida
$1.19K -$21K -48 -94%
BW
2240
Basepoint Wealth
Iowa
$1.19K -$1.31K -3 -50%
IW
2241
Imprint Wealth
South Carolina
$1.19K -$874 -2 -40%
CWM
2242
Copia Wealth Management
Oregon
$1.19K – – –
OAG
2243
Oakmont Advisory Group
New Mexico
$1.19K +$1.31K +3 New
II
2244
Inspire Investing
Idaho
$1.17K -$1.75K -4 -57%
FFG
2245
Forum Finance Group
$1K – – –
HIA
2246
HFM Investment Advisors
New Jersey
$796 -$15.3K -35 -95%
DFA
2247
DHJJ Financial Advisors
Illinois
$796 – – –
NL
2248
NorthAvenue LLC
Ohio
$796 – – –
RPA
2249
Redwood Park Advisors
California
$796 – – –
SA
2250
Seneschal Advisors
Washington
$796 – – –
88 89
90
91 92