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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
PA
626
Paragon Advisors
Texas
$938K -$15.5K -69 -2%
NL
627
NVWM LLC
Pennsylvania
$935K +$11.5K +51 +1%
KA
628
Kintegral Advisory
New York
$925K -$28.3K -126 -3%
LNC
629
Lincoln National Corp
Pennsylvania
$925K +$13.5K +60 +2%
Vanguard Personalized Indexing Management
630
Vanguard Personalized Indexing Management
California
$922K +$65.3K +291 +8%
IWP
631
Icon Wealth Partners
Texas
$919K +$872K +3,885 New
JWCA
632
J.W. Cole Advisors
Florida
$900K +$855K +3,807 New
BFEC
633
Benjamin F. Edwards & Company
Missouri
$882K +$29K +129 +4%
SFA
634
Sequoia Financial Advisors
Ohio
$881K +$133K +594 +19%
BRWA
635
B. Riley Wealth Advisors
Florida
$874K +$227K +1,011 +35%
WF
636
Welch & Forbes
Massachusetts
$873K
LS
637
Livforsakringsbolaget Skandia
Sweden
$871K -$1.91M -8,520 -70%
HFM
638
Harvest Fund Management
China
$871K +$411K +1,830 +98%
BFM
639
Boston Financial Management
Massachusetts
$870K
PVH
640
Psagot Value Holdings
Israel
$868K +$212K +942 +35%
PFWA
641
Paces Ferry Wealth Advisors
Georgia
$868K +$825K +3,672 New
TA
642
Tiedemann Advisors
New York
$867K -$47.8K -213 -5%
AIA
643
Avalon Investment & Advisory
Texas
$866K +$131K +585 +19%
SW
644
SkyOak Wealth
Michigan
$856K -$1.02M -4,539 -56%
JF
645
Jump Financial
Illinois
$852K +$810K +3,606 New
IFAM
646
Institutional & Family Asset Management
Colorado
$851K -$219K -975 -21%
RHP
647
Royal Harbor Partners
Texas
$846K +$804K +3,579 New
BFC
648
Bedel Financial Consulting
Indiana
$837K +$674 +3 +0.1%
WGA
649
Weather Gauge Advisory
Virginia
$828K
LOIM
650
Liberty One Investment Management
Illinois
$815K -$60K -267 -7%