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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
DA
501
Doliver Advisors
Texas
$2.36M +$130K +516 +6%
CCM
502
Coldstream Capital Management
Washington
$2.36M +$1.71M +6,804 +246%
JFA
503
Johanson Financial Advisors
California
$2.35M +$1.89M +7,524 +521%
MGWM
504
Marks Group Wealth Management
Minnesota
$2.31M +$99.6K +396 +4%
PTC
505
Philadelphia Trust Company
Pennsylvania
$2.31M -$52.1K -207 -2%
AAS
506
Avantax Advisory Services
Texas
$2.3M +$246K +978 +12%
EI
507
Ethic Inc
New York
$2.29M +$954K +3,792 +69%
RIM
508
Redpoint Investment Management
Australia
$2.29M +$159K +633 +7%
RC
509
Roundview Capital
New Jersey
$2.28M +$11.3K +45 +0.5%
V
510
Veritable
Delaware
$2.28M +$125K +495 +6%
AC
511
Allstate Corporation
Illinois
$2.27M +$54.3K +216 +2%
SLI
512
Sumitomo Life Insurance
Japan
$2.27M -$95.1K -378 -4%
WT
513
Whittier Trust
California
$2.27M +$6.79K +27 +0.3%
WANY
514
Wealthspire Advisors (New York)
New York
$2.27M +$402K +1,596 +21%
TF
515
Tompkins Financial
New York
$2.26M +$136K +540 +6%
TFS
516
Thoroughbred Financial Services
Tennessee
$2.25M +$162K +642 +8%
HCM
517
Highlander Capital Management
New Jersey
$2.23M +$18.9K +75 +0.8%
Man Group
518
Man Group
United Kingdom
$2.22M -$2.96M -11,760 -57%
HBT
519
Hills Bank & Trust
Iowa
$2.22M -$31.7K -126 -1%
LWCFA
520
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.19M -$141K -561 -6%
OHIS
521
Oak Harvest Investment Services
Texas
$2.19M +$2.23M +8,877 New
MWM
522
Madison Wealth Management
Ohio
$2.18M +$128K +510 +6%
LFA
523
Lighthouse Financial Advisors
Maryland
$2.17M +$232K +924 +12%
PWS
524
Peloton Wealth Strategists
Indiana
$2.17M +$20.4K +81 +0.9%
RMCM
525
Reynders McVeigh Capital Management
Massachusetts
$2.17M +$670K +2,664 +43%