We are live on ! Find out more
ISRG icon

Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
BS
901
Bessemer Securities
New York
$469K – – –
PFO
902
Pathstone Family Office
New Jersey
$469K +$84.2K +300 +24%
EA
903
Ellsworth Advisors
Ohio
$465K -$2.52K -9 -0.6%
SS
904
Simplicity Solutions
Minnesota
$464K +$83.3K +297 +24%
IA
905
IFP Advisors
Florida
$463K -$10.1K -36 -2%
RWM
906
Ritholtz Wealth Management
New York
$463K +$163K +582 +63%
PCP
907
Proficio Capital Partners
Massachusetts
$462K +$29.5K +105 +7%
CA
908
Cortland Associates
Missouri
$460K – – –
CA
909
Cullinan Associates
Kentucky
$460K – – –
NG
910
Northstar Group
New York
$460K – – –
EAMA
911
EFG Asset Management (Americas)
Florida
$458K +$55.5K +198 +15%
BFO
912
Biltmore Family Office
North Carolina
$455K +$11.8K +42 +3%
NL
913
NWAM LLC
Washington
$452K -$1.19M -4,230 -74%
RWA
914
Ropes Wealth Advisors
Massachusetts
$451K -$8.42K -30 -2%
BAIA
915
Bel Air Investment Advisors
California
$450K -$310K -1,104 -43%
WA
916
Wealth Alliance
New York
$449K -$5.05K -18 -1%
CWM
917
Calamos Wealth Management
Illinois
$447K -$1.68K -6 -0.4%
TFA
918
Teamwork Financial Advisors
Texas
$446K +$26.1K +93 +7%
RMDI
919
R.M. Davis Inc
Maine
$445K -$842 -3 -0.2%
CWM
920
Circle Wealth Management
New Jersey
$442K +$69.9K +249 +21%
CFN
921
Cordasco Financial Network
Florida
$441K – – –
CCMD
922
Cypress Capital Management (Delaware)
Delaware
$441K – – –
RCM
923
RB Capital Management
Nevada
$441K +$42.1K +150 +12%
CA
924
Cambridge Advisors
Nebraska
$438K – – –
CMO
925
Covenant Multifamily Offices
Texas
$438K +$40.4K +144 +11%
35 36
37
38 39