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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1201
SOA Wealth Advisors
New York
$18K +$17.9K +72 New
CFFP
1202
Center for Financial Planning
Michigan
$17K
AssetMark Inc
1203
AssetMark Inc
California
$17K +$15.6K +63 New
FCA
1204
FinTrust Capital Advisors
South Carolina
$16K -$244K -981 -94%
BWA
1205
BDO Wealth Advisors
Florida
$16K -$20.9K -84 -60%
EFSCE
1206
Enterprise Financial Services Corp (EFSC)
Missouri
$16K -$4.47K -18 -24%
GI
1207
Gradient Investments
Minnesota
$16K
SWM
1208
Selective Wealth Management
Virginia
$16K
AWG
1209
Altus Wealth Group
Colorado
$16K +$14.2K +57 New
KTC
1210
Kistler-Tiffany Companies
Pennsylvania
$16K +$14.9K +60 New
LGA
1211
Lebenthal Global Advisors
New York
$16K +$14.9K +60 New
AA
1212
AlphaMark Advisors
Kentucky
$15K -$1.49K -6 -10%
TCM
1213
Tradewinds Capital Management
Washington
$15K
NFSG
1214
Newbridge Financial Services Group
Florida
$12K
GWMIA
1215
Global Wealth Management Investment Advisory
Florida
$12K +$6.7K +27 +150%
JWM
1216
Janiczek Wealth Management
Colorado
$12K +$7.45K +30 +200%
FFC
1217
First Financial Corp
Indiana
$11K
M
1218
MOTCO
Texas
$11K
VNA
1219
Valley National Advisers
Pennsylvania
$11K
MPWT
1220
MassMutual Private Wealth & Trust
Connecticut
$11K +$5.96K +24 +160%
GSAM
1221
Grant Street Asset Management
Pennsylvania
$11K +$9.68K +39 New
ICP
1222
Interchange Capital Partners
Pennsylvania
$11K +$10.4K +42 New
JWA
1223
JFS Wealth Advisors
Pennsylvania
$11K +$10.4K +42 New
TJHA
1224
Thomas J. Herzfeld Advisors
Florida
$9K
AA
1225
Addison Advisors
Vermont
$9K +$8.19K +33 New