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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
951
CFM Wealth Partners
Texas
$42K
GAM
952
Gemmer Asset Management
California
$42K
RFWA
953
RPg Family Wealth Advisory
Massachusetts
$40.5K
WLPWM
954
Walled Lake Planning & Wealth Management
Illinois
$39K
SLF
955
Sun Life Financial
Ontario, Canada
$39K +$1.61K +9 +5%
LWANC
956
Laurel Wealth Advisors (North Carolina)
North Carolina
$38K -$6.99K -39 -16%
RDWM
957
Red Door Wealth Management
Tennessee
$38K
CA
958
Clearstead Advisors
Ohio
$36K -$85.5K -477 -72%
VEA
959
Virtus ETF Advisers
New York
$35K
BL
960
Balentine LLC
Georgia
$35K +$18.8K +105 +135%
GFPC
961
Global Financial Private Client
Florida
$34.5K +$5.38K +30 +20%
PGAM
962
Princeton Global Asset Management
New Jersey
$34K
TF
963
TimeScale Financial
Massachusetts
$34K +$31.7K +177 New
LWM
964
Liberty Wealth Management
California
$32K +$18.8K +105 +159%
AIL
965
AGF Investments LLC
Ontario, Canada
$31K -$518K -2,889 -95%
WOC
966
West Oak Capital
California
$31K
SQA
967
Simon Quick Advisors
New Jersey
$30K +$15.6K +87 +126%
EARNEST Partners
968
EARNEST Partners
Georgia
$29K
PCM
969
Prelude Capital Management
New York
$27K -$96.8K -540 -79%
CDIA
970
Capital Directions Investment Advisors
Georgia
$27K
AIM
971
Arcadia Investment Management
Michigan
$26K
SA
972
SRH Advisors
Kansas
$26K
MLFP
973
MPS Loria Financial Planners
Illinois
$26K +$24.2K +135 New
1W
974
1776 Wealth
Georgia
$25K -$9.68K -54 -29%
CHC
975
City Holding Co
West Virginia
$24K