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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
VVP
651
Venture Visionary Partners
Ohio
$519K
PVH
652
Psagot Value Holdings
Israel
$519K +$252K +1,407 +106%
TTWM
653
TCV Trust & Wealth Management
Virginia
$516K
PWM
654
Perigon Wealth Management
California
$513K -$126K -705 -21%
EH
655
Employers Holdings
Nevada
$513K
HCMNY
656
Howard Capital Management (New York)
New York
$513K
SRC
657
Stone Run Capital
New York
$513K
CGL
658
Clarius Group LLC
Washington
$500K +$44.6K +249 +10%
CTC
659
Central Trust Company
Missouri
$495K +$9.14K +51 +2%
1WA
660
180 Wealth Advisors
Washington
$493K +$8.6K +48 +2%
DBT
661
Dubuque Bank & Trust
Iowa
$489K
CCM
662
Community Capital Management
Florida
$487K
DIA
663
Dana Investment Advisors
Wisconsin
$480K -$1.35M -7,551 -75%
CCG
664
Cypress Capital Group
Florida
$480K +$3.23K +18 +0.7%
FI
665
FormulaFolio Investments
Michigan
$479K +$229K +1,278 +103%
HCM
666
Howard Capital Management
Georgia
$476K +$440K +2,454 New
PA
667
Parallel Advisors
California
$470K +$56.5K +315 +15%
WP
668
WMS Partners
Maryland
$465K -$26.9K -150 -6%
HI
669
Harrington Investments
California
$465K
ATC
670
Argent Trust Co
Tennessee
$465K +$14.5K +81 +3%
CAM
671
Cresset Asset Management
Illinois
$464K +$97.9K +546 +29%
VWA
672
V Wealth Advisors
Kansas
$458K +$87.7K +489 +25%
WAM
673
Wealthspire Advisors (Maryland)
Maryland
$458K +$432K +2,409 New
S
674
SignatureFD
Georgia
$457K -$14.5K -81 -3%
Cetera Investment Advisers
675
Cetera Investment Advisers
Illinois
$457K +$10.8K +60 +3%