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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1126
Magnus Financial Group
New York
$253K
BWM
1127
BerganKDV Wealth Management
Minnesota
$251K +$18.1K +54 +8%
ACA
1128
Affinity Capital Advisors
California
$249K -$1.01K -3 -0.4%
FA
1129
Fiducient Advisors
Illinois
$249K
Dodge & Cox
1130
Dodge & Cox
California
$248K
RPWA
1131
Regent Peak Wealth Advisors
Georgia
$247K +$5.04K +15 +2%
HFS
1132
Howard Financial Services
Texas
$246K -$3.02K -9 -1%
IA
1133
IFG Advisory
Georgia
$246K +$15.1K +45 +6%
FRM
1134
Fox Run Management
Connecticut
$246K +$249K +741 New
QC
1135
QCM Cayman
Texas
$245K +$248K +738 New
WA
1136
Waverly Advisors
Alabama
$245K +$469K +1,398 +200%
KLWA
1137
Kelly Lawrence W & Associates
California
$243K
TCM
1138
Tufton Capital Management
Maryland
$243K
IC
1139
Intersect Capital
California
$242K +$245K +729 New
LFA
1140
Legacy Financial Advisors
Kentucky
$242K +$245K +729 New
FPS
1141
Fieldpoint Private Securities
Connecticut
$241K -$8.06K -24 -3%
PWS
1142
Paragon Wealth Strategies
Florida
$241K
SICM
1143
Sustainable Insight Capital Management
New York
$241K +$244K +726 New
FFA
1144
Freedman Financial Associates
Massachusetts
$239K -$24.2K -72 -9%
PWLP
1145
Prio Wealth Limited Partnership
Massachusetts
$239K
MG
1146
Mather Group
Illinois
$237K -$10.1K -30 -4%
GL
1147
Graypoint LLC
New York
$236K +$239K +711 New
TU
1148
TDAM USA
Ontario, Canada
$235K -$35.3K -105 -13%
FMBTD
1149
First Midwest Bank Trust Division
Illinois
$235K
SYBT
1150
Stock Yards Bank & Trust
Kentucky
$235K