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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
726
Capital Asset Advisory Services
Michigan
$726K +$21K +98 +3%
IP
727
Intellectus Partners
California
$724K -$227K -1,057 -21%
MCIA
728
Mountain Capital Investment Advisors
Colorado
$715K +$727K +3,385 New
BFM
729
Boston Financial Management
Massachusetts
$705K -$1.29K -6 -0.2%
ACM
730
Alamar Capital Management
California
$700K -$105K -488 -12%
IFAM
731
Institutional & Family Asset Management
Colorado
$697K
IB
732
Iyo Bank
Japan
$697K
KF
733
Krilogy Financial
Missouri
$696K +$4.08K +19 +0.5%
BTWM
734
Baker Tilly Wealth Management
Wisconsin
$691K -$1.51M -7,025 -66%
VCA
735
Verdence Capital Advisors
Maryland
$685K +$215K +999 +38%
VNIM
736
Vaughan Nelson Investment Management
Texas
$683K +$320K +1,490 +69%
CRC
737
Curi RMB Capital
Illinois
$680K +$4.94K +23 +0.6%
GAG
738
GM Advisory Group
New York
$679K +$778K +3,621 New
AHIA
739
Andrew Hill Investment Advisors
Florida
$674K -$573K -2,667 -43%
1WA
740
180 Wealth Advisors
Washington
$673K +$3.65K +17 +0.5%
WFA
741
Wipfli Financial Advisors
Wisconsin
$673K +$772K +3,593 New
CFGS
742
Concourse Financial Group Securities
Alabama
$669K +$169K +786 +28%
PFWA
743
Paces Ferry Wealth Advisors
Georgia
$667K +$11.6K +54 +2%
PP
744
Paloma Partners
Connecticut
$663K -$5.31M -24,741 -87%
BJL
745
Brighton Jones LLC
Washington
$662K +$28.6K +133 +4%
PFG
746
PAX Financial Group
Texas
$661K +$39.5K +184 +6%
BM
747
Brandywine Managers
Delaware
$655K
FMAEN1
748
Fund Management at Engine No 1
California
$644K -$41K -191 -5%
SC
749
Scotia Capital
Ontario, Canada
$640K -$3.71M -17,264 -83%
BCM
750
Brookstone Capital Management
Illinois
$639K +$94.9K +442 +15%