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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
PCP
1126
Proficio Capital Partners
Massachusetts
$610K +$8.69K +23 +2%
IEFM
1127
IQ EQ Fund Management
Ireland
$609K -$45.3K -120 -7%
CSWM
1128
Cassady Schiller Wealth Management
Ohio
$605K +$3.4K +9 +0.6%
BTWM
1129
Baker Tilly Wealth Management
Wisconsin
$603K +$18.5K +49 +3%
JWCA
1130
J.W. Coons Advisors
Ohio
$603K +$128K +340 +29%
TWM
1131
Tradition Wealth Management
Minnesota
$601K -$97.1K -257 -15%
SRL
1132
Scientech Research LLC
New Jersey
$600K +$568K +1,504 New
RCA
1133
Resonant Capital Advisors
Wisconsin
$599K +$169K +447 +42%
WA
1134
WBH Advisory
Maryland
$599K +$568K +1,502 New
CA
1135
Cambridge Advisors
Nebraska
$590K
MMA
1136
Miracle Mile Advisors
California
$590K +$15.1K +40 +3%
CA
1137
CoreCap Advisors
Michigan
$589K +$215K +570 +63%
PCG
1138
Prosperity Consulting Group
Maryland
$587K +$131K +348 +31%
PFA
1139
Pure Financial Advisors
California
$587K +$14.7K +39 +3%
WIM
1140
WealthPlan Investment Management
Nebraska
$587K +$113K +300 +26%
WCM
1141
Weaver Capital Management
Georgia
$586K +$196K +518 +54%
GLA
1142
Good Life Advisors
Pennsylvania
$585K +$554K +1,465 New
BFO
1143
Biltmore Family Office
North Carolina
$583K -$11.3K -30 -2%
MA
1144
Mutual Advisors
Nebraska
$580K +$287K +760 +110%
LC
1145
Lindbrook Capital
California
$578K +$19.6K +52 +4%
AI
1146
AXS Investments
New York
$578K +$57.8K +153 +12%
NPF
1147
Norris Perne & French
Michigan
$575K +$21.9K +58 +4%
GFP
1148
Guardian Financial Partners
California
$575K
TFGT
1149
TS Financial Group (TSFG)
Illinois
$571K -$1.51K -4 -0.3%
HI
1150
Harbour Investments
Wisconsin
$569K +$14K +37 +3%