We are live on ! Find out more
ISRG icon

Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1201
Transamerica Financial Advisors
Florida
$369K +$291K +977 +850%
SW
1202
SteelPeak Wealth
California
$369K -$6.78M -22,735 -95%
WWM
1203
Wolff Wiese Magana
California
$368K -$92.4K -310 -22%
FP
1204
Financial Perspectives
Minnesota
$368K – – –
SFS
1205
Sharp Financial Services
Pennsylvania
$368K +$325K +1,090 New
ATPW
1206
Ashton Thomas Private Wealth
Arizona
$367K +$298 +1 +0.1%
EWM
1207
Evercore Wealth Management
New York
$366K +$67.1K +225 +26%
TW
1208
TrinityPoint Wealth
Connecticut
$365K +$56.9K +191 +21%
CWM
1209
Connecticut Wealth Management
Connecticut
$365K +$13.7K +46 +4%
CCA
1210
Cobblestone Capital Advisors
New York
$363K +$59.6K +200 +23%
HI
1211
Humankind Investments
New York
$363K -$25K -84 -7%
EBA
1212
Eagle Bay Advisors
New York
$361K -$98.1K -329 -24%
TWA
1213
TCI Wealth Advisors
Arizona
$360K -$5.96K -20 -2%
LFAS
1214
Level Four Advisory Services
Texas
$359K -$61.4K -206 -16%
LA
1215
LVW Advisors
New York
$358K +$88.8K +298 +39%
CAG
1216
Csenge Advisory Group
Florida
$356K +$66.2K +222 +27%
TLP
1217
Trinity Legacy Partners
Texas
$356K -$4.11M -13,804 -93%
RCA
1218
Resonant Capital Advisors
Wisconsin
$356K +$5.66K +19 +2%
CSIC
1219
Clifford Swan Investment Counsel
California
$354K -$50.7K -170 -14%
FMN
1220
Financial Management Network
California
$353K – – –
HWA
1221
HCR Wealth Advisors
California
$352K +$64.7K +217 +26%
EWA
1222
Encompass Wealth Advisors
Oregon
$349K – – –
KCM
1223
KRS Capital Management
Michigan
$349K -$13.4K -45 -4%
TSWM
1224
Triangle Securities Wealth Management
North Carolina
$347K – – –
CCG
1225
Cypress Capital Group
Florida
$347K -$23.3K -78 -7%
47 48
49
50 51