We are live on ! Find out more
ISRG icon

Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
FBFS
1001
First Business Financial Services
Wisconsin
$377K – – –
RCAG
1002
Rehmann Capital Advisory Group
Michigan
$377K +$26.3K +108 +8%
WPW
1003
Waldron Private Wealth
Pennsylvania
$373K – – –
KLCM
1004
KG&L Capital Management
Louisiana
$373K -$310K -1,273 -48%
AG
1005
Ascent Group
Virginia
$373K +$20.2K +83 +6%
MPPLM
1006
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$372K +$34.6K +142 +11%
CG
1007
Clarus Group
Texas
$371K – – –
PAM
1008
Pinpoint Asset Management
Hong Kong
$371K – – –
LWM
1009
LJI Wealth Management
Indiana
$371K +$341K +1,398 New
HFM
1010
Harvest Fund Management
China
$367K +$212K +870 +169%
WOSD
1011
WFA of San Diego
California
$366K – – –
MSS
1012
Mitchell Sinkler & Starr
Pennsylvania
$363K +$17.1K +70 +5%
HWA
1013
HCR Wealth Advisors
California
$362K -$31.5K -129 -9%
GKWIM
1014
Gerber Kawasaki Wealth & Investment Management
California
$361K +$40.7K +167 +14%
KJHP
1015
K.J. Harrison & Partners
Ontario, Canada
$359K -$244K -1,000 -50%
TFM
1016
TFC Financial Management
Massachusetts
$359K – – –
TW
1017
TrinityPoint Wealth
Connecticut
$359K +$330K +1,352 New
RP
1018
Rowlandmiller & Partners
Georgia
$358K – – –
FMP
1019
Financial Management Professionals
Texas
$357K – – –
AWA
1020
Aaron Wealth Advisors
Illinois
$354K +$38.5K +158 +13%
SP
1021
Symmetry Partners
Connecticut
$353K – – –
WANY
1022
Wealthspire Advisors (New York)
New York
$352K +$324K +1,328 New
GRP
1023
Global Retirement Partners
California
$351K -$32.2K -132 -9%
LFAS
1024
Level Four Advisory Services
Texas
$350K -$35.4K -145 -10%
PCM
1025
Parsons Capital Management
Rhode Island
$349K -$2.19K -9 -0.7%
39 40
41
42 43