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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
JAG
1201
Journey Advisory Group
Kentucky
$291K -$312 -1 -0.1%
GWM
1202
Geneos Wealth Management
Colorado
$291K -$14.7K -47 -5%
BBHC
1203
Brown Brothers Harriman & Co
New York
$291K +$201K +644 +182%
VWM
1204
Vigilare Wealth Management
Arizona
$291K -$47.8K -153 -13%
IWA
1205
IVC Wealth Advisors
Pennsylvania
$291K
EP
1206
Eudaimonia Partners
Tennessee
$290K -$3.12K -10 -1%
AIA
1207
AIMZ Investment Advisors
California
$289K
NHT
1208
New Hampshire Trust
New Hampshire
$286K -$9.06K -29 -3%
GIA
1209
Guyasuta Investment Advisors
Pennsylvania
$285K
MCWS
1210
McKinley Carter Wealth Services
West Virginia
$284K
BFG
1211
Beacon Financial Group
Texas
$284K -$46.8K -150 -14%
MA
1212
MONECO Advisors
Connecticut
$284K +$2.5K +8 +0.8%
WANY
1213
Wealthspire Advisors (New York)
New York
$284K +$41.8K +134 +16%
AIM
1214
Acropolis Investment Management
Missouri
$283K
D
1215
Diversified
Delaware
$283K
CAM
1216
Concorde Asset Management
Michigan
$282K +$71.8K +230 +31%
9WM
1217
9258 Wealth Management
Ohio
$281K -$937 -3 -0.3%
MAG
1218
Mokosak Advisory Group
Iowa
$280K +$94.9K +304 +46%
MPWT
1219
MassMutual Private Wealth & Trust
Connecticut
$279K +$16.9K +54 +6%
IIM
1220
Ipswich Investment Management
Massachusetts
$278K
WAS
1221
WESPAC Advisors SoCal
California
$273K +$937 +3 +0.3%
BCA
1222
Bay Colony Advisors
Massachusetts
$270K +$35.3K +113 +14%
NWM
1223
Northwest Wealth Management
Iowa
$269K +$312 +1 +0.1%
AW
1224
Avion Wealth
Texas
$268K +$312 +1 +0.1%
DP
1225
Dearborn Partners
Illinois
$268K -$25.9K -83 -8%