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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
TSW
826
Thompson Siegel & Walmsley
Virginia
$57K
AF
827
Allworth Financial
California
$56K +$59K +348 New
PFO
828
Pathstone Family Office
New Jersey
$56K +$59K +348 New
QCG
829
Quadrant Capital Group
Ohio
$53K +$18.8K +111 +41%
PMFA
830
Plante Moran Financial Advisors
Michigan
$50K -$1.52K -9 -3%
KPCM
831
Kings Point Capital Management
New York
$49K
SBL
832
Sargent Bickham Lagudis
Colorado
$48K +$30.5K +180 +150%
QCIG
833
Quad-Cities Investment Group
Iowa
$48K +$50.8K +300 New
PCP
834
Proficio Capital Partners
Massachusetts
$47K +$4.07K +24 +9%
JFGIW
835
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$44K +$46.8K +276 New
NSIM
836
North Star Investment Management
Illinois
$43K
PFGIA
837
Patriot Financial Group Insurance Agency
Massachusetts
$43K
PB
838
Pinnacle Bancorp
Nebraska
$43K +$45.8K +270 New
BCA
839
Berman Capital Advisors
Georgia
$41K +$43.7K +258 New
WANY
840
Wealthspire Advisors (New York)
New York
$41K +$43.7K +258 New
CAPTRUST Financial Advisors
841
CAPTRUST Financial Advisors
North Carolina
$40K +$39.7K +234 +1,300%
TIM
842
Tortoise Investment Management
New York
$39K
ED
843
Exane Derivatives
France
$38.8K +$41.2K +243 New
OIA
844
Optimum Investment Advisors
Illinois
$38K -$76.3K -450 -66%
THWM
845
Taylor Hoffman Wealth Management
Virginia
$38K -$5.59K -33 -12%
BWA
846
BDO Wealth Advisors
Florida
$38K +$25.4K +150 +167%
VRM
847
Vectors Research Management
New York
$38K +$25.4K +150 +167%
MNBTD
848
Moody National Bank Trust Division
Texas
$38K +$40.2K +237 New
TFO
849
Tarbox Family Office
California
$37K +$3.56K +21 +10%
CA
850
Claro Advisors
Massachusetts
$37K +$33K +195 New