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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1001
HCR Wealth Advisors
California
$415K -$50.2K -172 -11%
VWA
1002
Visionary Wealth Advisors
Illinois
$415K +$2.34K +8 +0.6%
APA
1003
American Portfolios Advisors
New York
$414K -$845K -2,891 -68%
LGA
1004
Lebenthal Global Advisors
New York
$411K +$36.8K +126 +10%
NFG
1005
Nations Financial Group
Iowa
$408K -$40.9K -140 -9%
RMDI
1006
R.M. Davis Inc
Maine
$408K -$29.2K -100 -7%
TFM
1007
TFC Financial Management
Massachusetts
$408K
EA
1008
Ellsworth Advisors
Ohio
$407K +$876 +3 +0.2%
FFM
1009
Forum Financial Management
Illinois
$404K -$108K -371 -22%
FMP
1010
Financial Management Professionals
Texas
$402K +$5.26K +18 +1%
PNAA
1011
Pictet North America Advisors
Switzerland
$401K -$226K -773 -37%
IAN
1012
Integrated Advisors Network
Texas
$398K +$102K +348 +36%
VC
1013
Veery Capital
Delaware
$396K -$1.46K -5 -0.4%
PCM
1014
Parsons Capital Management
Rhode Island
$396K
VFA
1015
Valeo Financial Advisors
Indiana
$396K +$71K +243 +24%
TA
1016
Tectonic Advisors
Texas
$395K
RWP
1017
Revolve Wealth Partners
New Jersey
$395K +$876 +3 +0.2%
BWP
1018
BSW Wealth Partners
Colorado
$395K +$16.4K +56 +4%
FFS
1019
Founders Financial Securities
Maryland
$395K +$81.5K +279 +27%
LWM
1020
Laidlaw Wealth Management
New York
$394K -$35.9K -123 -9%
VWM
1021
Vigilare Wealth Management
Arizona
$393K +$55.5K +190 +17%
CCM
1022
Community Capital Management
Florida
$392K -$760K -2,600 Closed
GSEP
1023
Golden State Equity Partners
California
$392K +$380K +1,301 New
MG
1024
Mather Group
Illinois
$389K +$152K +521 +68%
GAM
1025
Griffin Asset Management
New York
$383K -$37.1K -127 -9%