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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
WFC
701
Western Financial Corp
California
$1.32M -$92.7K -276 -6%
ACM
702
Ativo Capital Management
Illinois
$1.32M +$29.2K +87 +2%
OQS
703
Occudo Quantitative Strategies
Florida
$1.31M +$1.33M +3,969 New
RBFC
704
Roman Butler Fullerton & Co
Missouri
$1.31M +$3.98M +11,859 New
LNC
705
Lincoln National Corp
Pennsylvania
$1.31M -$179K -534 -12%
PA
706
Parallel Advisors
California
$1.3M +$98.7K +294 +8%
KIA
707
KCM Investment Advisors
California
$1.3M +$106K +315 +9%
KA
708
Kintegral Advisory
New York
$1.29M
FRA
709
Frank Rimerman Advisors
California
$1.29M -$15.1K -45 -1%
CI
710
Conning Inc
Connecticut
$1.29M -$85.6K -255 -6%
APA
711
American Portfolios Advisors
New York
$1.26M +$27.2K +81 +2%
LG
712
LaFleur & Godfrey
Michigan
$1.25M -$131K -390 -9%
S
713
SignatureFD
Georgia
$1.25M +$287K +855 +29%
SAM
714
Strategy Asset Managers
California
$1.24M +$800K +2,382 +177%
BFG
715
Berger Financial Group
Minnesota
$1.23M
LOIM
716
Liberty One Investment Management
Illinois
$1.22M -$42.3K -126 -3%
AWM
717
Altium Wealth Management
New York
$1.21M +$32.2K +96 +3%
WF
718
Welch & Forbes
Massachusetts
$1.2M -$20.1K -60 -2%
CC
719
Centiva Capital
New York
$1.2M +$1.21M +3,606 New
EFS
720
Essex Financial Services
Connecticut
$1.19M +$224K +666 +23%
IFAM
721
Institutional & Family Asset Management
Colorado
$1.19M
Assenagon Asset Management
722
Assenagon Asset Management
Luxembourg
$1.19M -$71.3M -212,211 -98%
PFWA
723
Paces Ferry Wealth Advisors
Georgia
$1.17M -$2.02K -6 -0.2%
BFM
724
Boston Financial Management
Massachusetts
$1.17M
BFC
725
Bedel Financial Consulting
Indiana
$1.17M