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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
AIS
726
American Investment Services
Massachusetts
$251K
SFA
727
Sequoia Financial Advisors
Ohio
$251K +$2.54K +15 +1%
AFP
728
Ausdal Financial Partners
Iowa
$251K +$19.8K +117 +8%
CYG
729
Clean Yield Group
Vermont
$251K +$267K +1,575 New
BWP
730
Baldwin Wealth Partners
Massachusetts
$250K +$48.8K +288 +23%
Verition Fund Management
731
Verition Fund Management
Connecticut
$250K +$265K +1,566 New
SC
732
Savant Capital
Illinois
$248K -$8.13K -48 -3%
Carson Wealth (CWM LLC)
733
Carson Wealth (CWM LLC)
Nebraska
$247K +$50.3K +297 +24%
MAFM
734
Mid Atlantic Financial Management
Pennsylvania
$245K +$260K +1,533 New
WP
735
WealthPLAN Partners
Nebraska
$242K -$508 -3 -0.2%
BBA
736
BLB&B Advisors
Pennsylvania
$242K
PCM
737
Parsons Capital Management
Rhode Island
$240K
AW
738
Alpha Windward
Massachusetts
$239K -$24.4K -144 -9%
FI
739
FormulaFolio Investments
Michigan
$239K
FWIA
740
Fort Washington Investment Advisors
Ohio
$239K
WA
741
WBH Advisory
Maryland
$239K
Mariner
742
Mariner
Kansas
$239K +$22.4K +132 +10%
HC
743
Henshaw Capital
Massachusetts
$238K
CAM
744
Cresset Asset Management
Illinois
$238K +$252K +1,488 New
ZIC
745
ZWJ Investment Counsel
Georgia
$237K -$1.52K -9 -0.6%
SW
746
SlateStone Wealth
Florida
$237K +$252K +1,485 New
LC
747
Lindbrook Capital
California
$236K +$251K +1,482 New
CA
748
Cambridge Advisors
Nebraska
$233K
TAM
749
Trillium Asset Management
Massachusetts
$232K
CCA
750
Cobblestone Capital Advisors
New York
$231K -$7.63K -45 -3%