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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
1151
Pallas Capital Advisors
Massachusetts
$647K +$7.17K +18 +1%
GFP
1152
Gryphon Financial Partners
Ohio
$645K -$104K -260 -15%
PCM
1153
Prelude Capital Management
New York
$645K -$486K -1,220 -46%
AF
1154
Aviso Financial
Ontario, Canada
$645K +$577K +1,449 New
SAM
1155
Secure Asset Management
Michigan
$644K +$576K +1,447 New
GFP
1156
Guardian Financial Partners
California
$641K
QWP
1157
Quotient Wealth Partners
Texas
$641K +$53K +133 +10%
TFGT
1158
TS Financial Group (TSFG)
Illinois
$636K
BMCM
1159
Bryn Mawr Capital Management
Pennsylvania
$635K +$20.7K +52 +4%
AA
1160
Advisory Alpha
Michigan
$630K +$151K +379 +37%
NAM
1161
NorthCrest Asset Manangement
Minnesota
$627K +$18.3K +46 +3%
EA
1162
Everpar Advisors
Oklahoma
$627K +$139K +348 +33%
MWM
1163
Moran Wealth Management
Florida
$626K +$146K +366 +35%
RCA
1164
Resonant Capital Advisors
Wisconsin
$626K -$37.8K -95 -6%
TWM
1165
Tradition Wealth Management
Minnesota
$625K -$40.6K -102 -7%
SIC
1166
SFE Investment Counsel
California
$625K -$2.39K -6 -0.4%
MIS
1167
Morningstar Investment Services
Illinois
$624K +$177K +445 +46%
BFO
1168
Biltmore Family Office
North Carolina
$621K -$25.1K -63 -4%
CP
1169
Covenant Partners
Tennessee
$621K
DCM
1170
DGS Capital Management
New Jersey
$619K +$46.2K +116 +9%
JFGIW
1171
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$605K +$490K +1,230 +939%
PWP
1172
Private Wealth Partners
California
$605K +$37K +93 +7%
BLC
1173
Brown, Lisle/Cummings
Rhode Island
$603K +$251K +631 +87%
TCWA
1174
Turtle Creek Wealth Advisors
Texas
$602K +$47K +118 +10%
RMC
1175
Resources Management Corp
Connecticut
$601K