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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
CWC
1251
Carolinas Wealth Consulting
North Carolina
$102K +$5.12K +21 +6%
ACM
1252
Adalta Capital Management
New York
$100K
TSW
1253
Thompson Siegel & Walmsley
Virginia
$98K
LFG
1254
Larson Financial Group
Missouri
$96.9K +$30.2K +124 +51%
SWM
1255
Sugarloaf Wealth Management
Georgia
$96.6K -$9.51K -39 -10%
JWM
1256
Janiczek Wealth Management
Colorado
$94.6K +$28.3K +116 +46%
CA
1257
Clearstead Advisors
Ohio
$93.7K -$32.9K -135 -28%
PMFA
1258
Plante Moran Financial Advisors
Michigan
$88.1K -$8.29K -34 -9%
FPFS
1259
First Personal Financial Services
North Carolina
$86K
BWA
1260
Boulder Wealth Advisors
Colorado
$84K +$76.8K +315 New
BBHC
1261
Brown Brothers Harriman & Co
New York
$83.9K -$24.4K -100 -24%
DAM
1262
Delta Asset Management
Tennessee
$83.9K +$77K +316 New
VCM
1263
Versant Capital Management
Arizona
$82K
PHAM
1264
Portland Hill Asset Management
United Kingdom
$80K
AIM
1265
Arcadia Investment Management
Michigan
$79.6K +$73.1K +300 New
MHR
1266
Matthew Hamilton Rosenberg
$74.8K
EARNEST Partners
1267
EARNEST Partners
Georgia
$73.8K
CCA
1268
Catalyst Capital Advisors
New York
$73.2K -$2.19K -9 -3%
RFA
1269
Resurgent Financial Advisors
Georgia
$72.2K +$66.3K +272 New
AS
1270
Altshuler Shaham
Israel
$70.8K +$65.1K +267 New
SAM
1271
Sycomore Asset Management
France
$69K +$17.3K +71 +37%
EC
1272
Elequin Capital
New York
$69K +$63.4K +260 New
CFFP
1273
Center for Financial Planning
Michigan
$68.5K -$488 -2 -0.8%
TIM
1274
Tortoise Investment Management
New York
$67.4K
AP
1275
Arlington Partners
Alabama
$66.9K