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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1226
LJI Wealth Management
Indiana
$449K -$21.5K -57 -5%
KFA
1227
Kapstone Financial Advisors
Ohio
$448K
ZIC
1228
ZWJ Investment Counsel
Georgia
$447K
MWM
1229
Merriman Wealth Management
Washington
$445K +$422K +1,116 New
TCA
1230
Transcend Capital Advisors
New Jersey
$445K +$44.2K +117 +12%
TPWA
1231
TRUE Private Wealth Advisors
Oregon
$442K -$10.2K -27 -2%
GDP
1232
Great Diamond Partners
Maine
$441K -$3.4K -9 -0.8%
NGA
1233
Naples Global Advisors
Florida
$438K
CIM
1234
Contravisory Investment Management
Massachusetts
$438K -$5.29K -14 -1%
WWM
1235
Wolff Wiese Magana
California
$437K +$1.51K +4 +0.4%
CWM
1236
Connecticut Wealth Management
Connecticut
$437K +$5.67K +15 +1%
DAM
1237
Draper Asset Management
New York
$436K +$80.9K +214 +23%
FP
1238
Financial Perspectives
Minnesota
$435K
KAS
1239
KPP Advisory Services
Kentucky
$431K +$82.4K +218 +25%
TWM
1240
Trueblood Wealth Management
Ohio
$431K +$27.6K +73 +7%
FWM
1241
FFT Wealth Management
Pennsylvania
$430K +$32.1K +85 +9%
CCA
1242
Cobblestone Capital Advisors
New York
$429K
SFS
1243
Sharp Financial Services
Pennsylvania
$429K -$5.67K -15 -1%
AI
1244
Accredited Investors
Minnesota
$428K +$26.5K +70 +7%
CA
1245
Clearstead Advisors
Ohio
$427K -$63.5K -168 -13%
TWA
1246
TCI Wealth Advisors
Arizona
$426K
WA
1247
Wambolt & Associates
Colorado
$425K -$201K -533 -33%
Parnassus Investments
1248
Parnassus Investments
California
$424K +$401K +1,062 New
EA
1249
Everpar Advisors
Oklahoma
$423K -$71.8K -190 -15%
CCG
1250
Cypress Capital Group
Florida
$421K +$9.45K +25 +2%