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Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
EPG
2251
Estate Planners Group
Pennsylvania
$37.4K +$35.1K +66 New
HIMS
2252
Hager Investment Management Services
New Hampshire
$36.8K – – –
GWS
2253
Greykasell Wealth Strategies
California
$34.5K – – –
OC
2254
Oakworth Capital
Alabama
$34.5K +$24K +45 +281%
MI
2255
Motiv8 Investments
Florida
$34K +$31.9K +60 New
KFI
2256
Key Financial Inc
Pennsylvania
$34K – – –
KFP
2257
Kerr Financial Planning
California
$33.4K -$2.13K -4 -5%
KG
2258
Kilter Group
New York
$33.4K +$6.39K +12 +26%
BWM
2259
Benson Wealth Management
Tennessee
$32.8K +$30.9K +58 New
DWM
2260
Dogwood Wealth Management
Kansas
$31.7K -$835K -1,568 -97%
TPBG
2261
Turning Point Benefit Group
Maryland
$31.7K +$26.6K +50 +833%
SA
2262
Scarborough Advisors
Maryland
$31.1K +$4.79K +9 +20%
LWANC
2263
Laurel Wealth Advisors (North Carolina)
North Carolina
$31.1K +$29.3K +55 New
FPF
2264
First Pacific Financial
Washington
$30.6K +$1.06K +2 +4%
CYG
2265
Clean Yield Group
Vermont
$30.6K – – –
OW
2266
Olistico Wealth
Oklahoma
$28.3K +$26.6K +50 New
HC
2267
Hurley Capital
New York
$27.8K -$532 -1 -2%
CNBT
2268
Cornerstone National Bank & Trust
Illinois
$27.2K – – –
HFS
2269
Hughes Financial Services
Virginia
$27.2K +$532 +1 +2%
MAM
2270
Marquette Asset Management
Minnesota
$26.1K +$5.86K +11 +31%
AFG
2271
Albion Financial Group
Utah
$25.5K -$1.6K -3 -6%
RWA
2272
Redmont Wealth Advisors
Illinois
$25.5K – – –
STB
2273
S&T Bank
Pennsylvania
$25.5K +$7.45K +14 +45%
HIW
2274
Holos Integrated Wealth
Pennsylvania
$25.3K – – –
IWM
2275
IMG Wealth Management
Florida
$24.9K +$1.6K +3 +7%
89 90
91
92 93