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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
976
Compagnie Lombard Odier SCmA
Switzerland
$1.27M -$2.61M -5,602 -68%
BAM
977
Belpointe Asset Management
Nevada
$1.27M -$54.9K -118 -4%
HFA
978
Harbert Fund Advisors
Alabama
$1.27M +$34.9K +75 +3%
SF
979
Synovus Financial
Georgia
$1.26M +$13K +28 +1%
CPIG
980
Chicago Partners Investment Group
Illinois
$1.26M +$15.4K +33 +1%
WFC
981
Western Financial Corp
California
$1.26M +$1.2M +2,567 New
PWPS
982
Pinnacle Wealth Planning Services
Ohio
$1.26M -$107K -230 -8%
BTWM
983
Brass Tax Wealth Management
Ohio
$1.26M +$26.1K +56 +2%
FCG
984
Fielder Capital Group
Tennessee
$1.25M +$2.33K +5 +0.2%
LGA
985
Lebenthal Global Advisors
New York
$1.25M +$101K +218 +9%
GVAG
986
Great Valley Advisor Group
Delaware
$1.25M +$30.7K +66 +3%
AA
987
ALPS Advisors
Colorado
$1.25M -$418K -898 -26%
GA
988
Geller Advisors
New York
$1.24M -$487K -1,046 -29%
TIAA Trust, National Association
989
TIAA Trust, National Association
North Carolina
$1.24M +$25.1K +54 +2%
SRC
990
Stone Run Capital
New York
$1.23M
Two Sigma Advisers
991
Two Sigma Advisers
New York
$1.23M +$1.16M +2,500 New
IFWM
992
Institute for Wealth Management
Colorado
$1.23M -$115K -247 -9%
GL
993
Graypoint LLC
New York
$1.23M +$81.5K +175 +8%
CCP
994
Clarkston Capital Partners
Michigan
$1.22M
AM
995
Atwater Malick
Pennsylvania
$1.22M
WPW
996
Waldron Private Wealth
Pennsylvania
$1.2M -$2.79K -6 -0.2%
AWA
997
Aaron Wealth Advisors
Illinois
$1.2M +$248K +533 +28%
GWANC
998
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.19M -$3.26K -7 -0.3%
Kovitz Investment Group Partners
999
Kovitz Investment Group Partners
Illinois
$1.19M +$2.47M +5,308 +248%
IWM
1000
IHT Wealth Management
Illinois
$1.19M +$285K +613 +34%