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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
776
Parsons Capital Management
Rhode Island
$311K
Cerity Partners
777
Cerity Partners
New York
$310K +$8.6K +48 +3%
TI
778
Tidal Investments
Wisconsin
$309K -$19.9K -111 -6%
MFG
779
Magnus Financial Group
New York
$309K +$19.4K +108 +7%
MC
780
Matisse Capital
Oregon
$308K
TFA
781
Toth Financial Advisory
Virginia
$308K +$210K +1,170 +260%
SC
782
Savant Capital
Illinois
$307K -$12.9K -72 -4%
BP
783
Ballentine Partners
Massachusetts
$307K -$10.2K -57 -3%
MS
784
Mizuho Securities
Japan
$307K +$333K +1,860 New
CWM
785
Calamos Wealth Management
Illinois
$305K -$60.2K -336 -17%
CT
786
Caldwell Trust
Florida
$302K
GSWM
787
Golden State Wealth Management
California
$301K -$121K -675 -30%
PIA
788
Perennial Investment Advisors
California
$301K
CC
789
Centiva Capital
New York
$300K -$1.72M -9,603 -86%
DT
790
Diversified Trust
Tennessee
$300K -$66.7K -372 -19%
CYG
791
Clean Yield Group
Vermont
$299K
FMP
792
Financial Management Professionals
Texas
$297K +$281K +1,566 New
AMC
793
Asset Management Corp
Illinois
$296K
MMC
794
Mizuho Markets Cayman
Cayman Islands
$295K -$686K -3,825 -71%
TW
795
TrinityPoint Wealth
Connecticut
$295K +$278K +1,551 New
HAG
796
HighPoint Advisor Group
Illinois
$294K -$240K -1,341 -47%
CCP
797
Clarkston Capital Partners
Michigan
$293K
NAS
798
Nicolet Advisory Services
Wisconsin
$293K
EA
799
Ellsworth Advisors
Ohio
$293K +$276K +1,542 New
WPC
800
Waters Parkerson & Co
Louisiana
$291K