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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
TSW
1301
Thompson Siegel & Walmsley
Virginia
$111K – – –
KPCM
1302
Kings Point Capital Management
New York
$110K -$584 -2 -0.5%
CI
1303
Carroll Investors
South Carolina
$110K – – –
BLC
1304
Brown, Lisle/Cummings
Rhode Island
$109K – – –
FFA
1305
Fairfield Financial Advisors
Massachusetts
$107K +$104K +355 New
EMG
1306
ETF Managers Group
New Jersey
$105K -$1.14M -3,889 -92%
PFGIA
1307
Patriot Financial Group Insurance Agency
Massachusetts
$100K -$18.7K -64 -16%
FPFS
1308
First Personal Financial Services
North Carolina
$98K – – –
BWM
1309
Baystate Wealth Management
Massachusetts
$97K -$1.75K -6 -2%
NR
1310
Newfound Research
Massachusetts
$97K +$94.1K +322 New
SIAP
1311
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$96K – – –
VCM
1312
Versant Capital Management
Arizona
$93K – – –
CAGAS
1313
Capital Advisory Group Advisory Services
Minnesota
$93K +$89.7K +307 New
MHR
1314
Matthew Hamilton Rosenberg
$91K +$14K +48 +19%
MPWT
1315
MassMutual Private Wealth & Trust
Connecticut
$90K -$12.9K -44 -13%
EIP
1316
Ellis Investment Partners
Pennsylvania
$90K – – –
PHAM
1317
Portland Hill Asset Management
United Kingdom
$90K – – –
SWM
1318
Sugarloaf Wealth Management
Georgia
$90K +$16.1K +55 +23%
DHGWA
1319
Dixon Hughes Goodman Wealth Advisors
North Carolina
$89K – – –
GFPC
1320
Global Financial Private Client
Florida
$85.9K +$79.5K +272 +3,022%
EARNEST Partners
1321
EARNEST Partners
Georgia
$84K – – –
SMFG
1322
Sumitomo Mitsui Financial Group
Japan
$82K -$550K -1,882 -88%
AP
1323
Arlington Partners
Alabama
$82K -$7.89K -27 -9%
DMBA
1324
Deseret Mutual Benefit Administrators
Utah
$81K -$8.18K -28 -9%
GEA
1325
Glen Eagle Advisors
New Jersey
$79.6K – – –