We are live on ! Find out more
ISRG icon

Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
CC
726
Cornerstone Capital
California
$765K +$216K +870 +45%
NPF
727
Norris Perne & French
Michigan
$762K +$64.1K +258 +10%
SVWAG
728
Sound View Wealth Advisors Group
Georgia
$760K
CW
729
CreativeOne Wealth
Kansas
$759K +$279K +1,122 +68%
CCM
730
Coldstream Capital Management
Washington
$753K +$223K +900 +48%
IEFM
731
IQ EQ Fund Management
Ireland
$752K
RS
732
Retirement Solution
Washington
$751K +$684K +2,754 New
WI
733
WrapManager Inc
California
$749K +$36.5K +147 +6%
CT
734
Columbia Trust
Oregon
$747K +$681K +2,742 New
SWM
735
Segment Wealth Management
Texas
$742K +$18.6K +75 +3%
QP
736
Quilter Plc
United Kingdom
$741K +$22.3K +90 +3%
TTWM
737
TCV Trust & Wealth Management
Virginia
$740K
EH
738
Employers Holdings
Nevada
$736K
SRC
739
Stone Run Capital
New York
$736K
BRWM
740
B. Riley Wealth Management
Tennessee
$734K -$50.7K -204 -7%
CG
741
Caprock Group
Idaho
$729K -$34.3K -138 -5%
GA
742
GoalVest Advisory
New York
$723K +$658K +2,652 New
SFS
743
Sowell Financial Services
Arkansas
$721K -$133K -534 -17%
Cerity Partners
744
Cerity Partners
New York
$721K +$71.5K +288 +12%
TI
745
Tidal Investments
Wisconsin
$720K +$209K +843 +47%
RJT
746
Raymond James Trust
Florida
$716K +$55.9K +225 +9%
CA
747
Cetera Advisors
Colorado
$715K +$56.6K +228 +10%
FDCDDQ
748
Federation des caisses Desjardins du Quebec
Quebec, Canada
$710K +$253K +1,017 +64%
WGA
749
Weather Gauge Advisory
Virginia
$709K -$223K -900 -26%
BOM
750
Bank of Marin
California
$708K