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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
901
SeaCrest Wealth Management
New York
$503K -$2.46K -10 -0.5%
FC
902
Financial Consulate
Maryland
$503K +$9.85K +40 +2%
CW
903
Connectus Wealth
Ohio
$502K +$6.41K +26 +1%
EI
904
Ellevest Inc
New York
$498K -$7.39K -30 -2%
BL
905
Balentine LLC
Georgia
$496K +$2.46K +10 +0.5%
SAM
906
Strategy Asset Managers
California
$495K -$26.1K -106 -5%
RP
907
Rowlandmiller & Partners
Georgia
$495K +$145K +590 +44%
FCM
908
Family Capital Management
Michigan
$494K -$6.16K -25 -1%
FFM
909
Forum Financial Management
Illinois
$492K +$8.87K +36 +2%
RWPA
910
Richard W. Paul & Associates
Michigan
$489K +$42.1K +171 +10%
CP
911
Covenant Partners
Tennessee
$486K +$85.7K +348 +22%
PIA
912
Perennial Investment Advisors
California
$486K +$23.2K +94 +5%
WPC
913
Wedmont Private Capital
Pennsylvania
$472K -$239K -969 -35%
TIMH
914
Tilt Investment Management Holdings
New York
$472K +$58.9K +239 +15%
MSAM
915
Moloney Securities Asset Management
Missouri
$470K +$239K +970 +112%
PI
916
PFG Investments
New York
$469K +$452K +1,835 New
VFA
917
Values First Advisors
Tennessee
$468K -$116K -472 -20%
FCP
918
Fidelis Capital Partners
Florida
$467K +$377K +1,531 New
BFIM
919
Beese Fulmer Investment Management
Ohio
$466K -$20.7K -84 -4%
SIC
920
SFE Investment Counsel
California
$464K
WA
921
Wealth Architects
California
$463K +$1.97K +8 +0.4%
Capstone Investment Advisors
922
Capstone Investment Advisors
New York
$462K -$1.29M -5,243 -74%
HT
923
Heritage Trust
Oklahoma
$460K -$108K -438 -20%
NL
924
Navalign LLC
California
$460K
HIM
925
Hillsdale Investment Management
Ontario, Canada
$459K +$442K +1,795 New