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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
BPCE
726
Bank Pictet & Cie (Europe)
Germany
$256K +$246K +1,425 New
LC
727
Lavaca Capital
Texas
$254K
NNP
728
Nachman Norwood & Parrott
South Carolina
$253K -$3.63K -21 -1%
PGFC
729
Peapack-Gladstone Financial Corp
New Jersey
$253K
SFS
730
Sowell Financial Services
Arkansas
$253K +$243K +1,407 New
IA
731
IFP Advisors
Florida
$248K +$240K +1,386 New
GCM
732
Gladius Capital Management
Illinois
$245K -$60.7K -351 -21%
FFN
733
Focus Financial Network
Minnesota
$244K -$29.1K -168 -11%
SP
734
Symmetry Partners
Connecticut
$244K -$31.1K -180 -12%
BHB
735
Bank Hapoalim BM
Israel
$243K -$17.6K -102 -7%
ZIC
736
ZWJ Investment Counsel
Georgia
$243K -$5.71K -33 -2%
Lido Advisors
737
Lido Advisors
California
$242K -$312K -1,803 -57%
Rockefeller Capital Management
738
Rockefeller Capital Management
New York
$242K -$179K -1,035 -43%
CCP
739
Clarkston Capital Partners
Michigan
$242K
EWM
740
Evercore Wealth Management
New York
$240K -$34.8K -201 -13%
MCM
741
MAI Capital Management
Ohio
$238K +$7.26K +42 +3%
BP
742
Ballentine Partners
Massachusetts
$238K +$17.6K +102 +8%
PWPS
743
Pinnacle Wealth Planning Services
Ohio
$237K +$228K +1,317 New
SHWM
744
Smith & Howard Wealth Management
Georgia
$236K +$14.5K +84 +7%
TAM
745
Trillium Asset Management
Massachusetts
$235K
MFW
746
Meristem Family Wealth
Minnesota
$235K +$25.4K +147 +13%
BSW
747
Buckingham Strategic Wealth
Missouri
$233K -$72.6K -420 -25%
EWA
748
Exencial Wealth Advisors
Oklahoma
$232K -$147K -849 -40%
VAS
749
Vestmark Advisory Solutions
Massachusetts
$231K +$222K +1,281 New
OWD
750
Osborn Williams & Donohoe
Ohio
$230K +$221K +1,278 New