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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
OWM
801
OneAscent Wealth Management
Alabama
$720K -$124K -510 -16%
CPO
802
Cerity Partners OCIO
New York
$718K +$21.2K +87 +3%
ACM
803
Aquatic Capital Management
Illinois
$716K -$2.34M -9,600 -78%
SS
804
Sunbelt Securities
Texas
$714K -$7.56K -31 -1%
JGGDR
805
JGP Global Gestao de Recursos
Brazil
$712K -$1.46K -6 -0.2%
MFG
806
Merit Financial Group
Georgia
$704K +$20.5K +84 +3%
CWM
807
Circle Wealth Management
New Jersey
$701K +$5.85K +24 +0.9%
Squarepoint
808
Squarepoint
New York
$700K +$287K +1,177 +81%
DIA
809
Dana Investment Advisors
Wisconsin
$699K +$2.44K +10 +0.4%
TTWM
810
TCV Trust & Wealth Management
Virginia
$699K -$5.85K -24 -0.9%
DWA
811
Douglass Winthrop Advisors
New York
$699K
AIA
812
Avalon Investment & Advisory
Texas
$698K -$121K -496 -16%
RWM
813
Ritholtz Wealth Management
New York
$697K +$212K +870 +50%
PPC
814
Park Place Capital
Alabama
$695K +$639K +2,621 New
AIM
815
Anchor Investment Management
South Carolina
$692K -$1.22K -5 -0.2%
CPIG
816
Chicago Partners Investment Group
Illinois
$692K -$75.1K -308 -10%
DAS
817
Dynamic Advisor Solutions
Arizona
$686K +$60.5K +248 +11%
USCWA
818
U.S. Capital Wealth Advisors
Texas
$685K -$391K -1,605 -38%
AAM
819
Arabesque Asset Management
United Kingdom
$684K +$13.2K +54 +2%
EFS
820
Essex Financial Services
Connecticut
$681K -$17.3K -71 -3%
VCM
821
Virtue Capital Management
Tennessee
$676K +$621K +2,548 New
ACA
822
Aptus Capital Advisors
Alabama
$675K -$2.78M -11,404 -82%
JIC
823
Joel Isaacson & Co
New York
$669K +$3.17K +13 +0.5%
SIM
824
Sentry Investment Management
Wisconsin
$667K -$47.5K -195 -7%
SRC
825
Stone Run Capital
New York
$664K -$683K -2,800 -53%