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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
SFO
1001
Standard Family Office
South Dakota
$343K
LSAG
1002
Lake Street Advisors Group
New Hampshire
$343K +$15.1K +54 +6%
PFA
1003
Professional Financial Advisors
Nebraska
$343K +$313K +1,116 New
EP
1004
Eudaimonia Partners
Tennessee
$342K -$575K -2,049 -65%
CCA
1005
Cobblestone Capital Advisors
New York
$341K
CIAS
1006
Capital Investment Advisory Services
North Carolina
$340K
FBFS
1007
First Business Financial Services
Wisconsin
$340K +$54.7K +195 +21%
GA
1008
Greytown Advisors
Florida
$338K +$16K +57 +5%
DTL
1009
Dynamic Technology Lab
Singapore
$337K -$472K -1,683 -61%
HWMA
1010
Heritage Wealth Management (Arizona)
Arizona
$336K +$6.73K +24 +2%
Jacobs Levy Equity Management
1011
Jacobs Levy Equity Management
New Jersey
$334K -$104K -369 -25%
KPWS
1012
Kestra Private Wealth Services
Texas
$334K -$842 -3 -0.3%
EWA
1013
Encompass Wealth Advisors
Oregon
$333K
PWAC
1014
Private Wealth Advisors (California)
California
$333K
FP
1015
Financial Perspectives
Minnesota
$331K -$100K -357 -25%
VDI
1016
Vaughan David Investments
Illinois
$330K
MFA
1017
Mayflower Financial Advisors
Massachusetts
$329K -$5.05K -18 -2%
PWP
1018
Principle Wealth Partners
Connecticut
$328K
TPWA
1019
TRUE Private Wealth Advisors
Oregon
$328K +$9.26K +33 +3%
IC
1020
Inscription Capital
Texas
$328K +$300K +1,071 New
GA
1021
Geller Advisors
New York
$326K +$5.05K +18 +2%
GCP
1022
GSA Capital Partners
United Kingdom
$326K +$298K +1,062 New
BP
1023
Ballentine Partners
Massachusetts
$325K +$3.37K +12 +1%
ER
1024
Enlightenment Research
Florida
$322K +$42.1K +150 +17%
HWA
1025
Heritage Wealth Advisors
Virginia
$322K