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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
2226
Merited Wealth
Florida
$51K +$47.9K +90 New
EIP
2227
Essential Investment Partners
Colorado
$49.8K +$46.8K +88 New
DMBA
2228
Deseret Mutual Benefit Administrators
Utah
$49.3K – – –
CB
2229
Community Bank
New York
$49.3K – – –
VNA
2230
Valley National Advisers
Pennsylvania
$49K +$3.19K +6 +7%
FNWA
2231
Financial Network Wealth Advisors
Utah
$48.7K +$32.5K +61 +244%
FCAS
2232
First Command Advisory Services
Texas
$48.1K +$7.99K +15 +21%
1M
2233
1248 Management
Missouri
$46.4K – – –
BDPWM
2234
Barnes Dennig Private Wealth Management
Ohio
$46.4K +$43.7K +82 New
IIM
2235
IFC & Insurance Marketing
California
$45K +$42.1K +79 New
LWMI
2236
Legacy Wealth Management (Idaho)
Idaho
$44.7K +$35.1K +66 +508%
HHMI
2237
Howard Hughes Medical Institute
Maryland
$43.6K – – –
AA
2238
Addison Advisors
Vermont
$43K +$9.05K +17 +29%
AF
2239
Aviso Financial
Ontario, Canada
$42.5K -$968K -1,819 -96%
BFP
2240
Birchwood Financial Partners
Minnesota
$42.5K +$39.9K +75 New
ATC
2241
Adirondack Trust Company
New York
$40.8K +$6.92K +13 +22%
FCG
2242
Financial Connections Group
California
$40K – – –
AEPWM
2243
Atlantic Edge Private Wealth Management
Florida
$39.6K – – –
PK
2244
Pflug Koory
Nebraska
$39.6K – – –
SFG
2245
Strive Financial Group
Indiana
$39.6K +$37.3K +70 New
HNW
2246
High Note Wealth
Minnesota
$39.1K +$12.2K +23 +50%
RWM
2247
Raffa Wealth Management
District of Columbia
$38.5K +$2.66K +5 +8%
PGAM
2248
Princeton Global Asset Management
New Jersey
$38.5K +$6.92K +13 +24%
JGCM
2249
Joseph Group Capital Management
Ohio
$38.5K +$36.2K +68 New
MCM
2250
MidAtlantic Capital Management
Virginia
$38.5K +$36.2K +68 New
88 89
90
91 92