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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
1301
Newbridge Financial Services Group
Florida
$42.5K +$27.6K +113 +240%
DMBA
1302
Deseret Mutual Benefit Administrators
Utah
$40.6K -$31K -127 -45%
CSB
1303
City State Bank
Iowa
$40K
FFA
1304
Fairfield Financial Advisors
Massachusetts
$39.8K -$18.3K -75 -33%
BIA
1305
Bell Investment Advisors
California
$39K +$9.02K +37 +34%
RWM
1306
Raffa Wealth Management
District of Columbia
$38.2K +$5.85K +24 +20%
FA
1307
Fiduciary Alliance
South Carolina
$38.2K +$35.1K +144 New
LCM
1308
Logan Capital Management
Pennsylvania
$37.9K +$4.14K +17 +13%
CDIA
1309
Capital Directions Investment Advisors
Georgia
$37.4K +$34.4K +141 New
SA
1310
SRH Advisors
Kansas
$36K
BCMLT
1311
Beacon Capital Management LLC (Tennessee)
Tennessee
$35K
MWM
1312
MinichMacGregor Wealth Management
New York
$34.8K +$31.9K +131 New
FA
1313
Financial Avengers
California
$34.5K
CHC
1314
City Holding Co
West Virginia
$33.4K
FCB
1315
First Command Bank
Texas
$33K
FCFS
1316
First Command Financial Services
Texas
$33K
Credit Agricole
1317
Credit Agricole
France
$32.6K -$376K -1,543 -93%
GA
1318
GoalVest Advisory
New York
$32.6K
DCM
1319
Disciplina Capital Management
Tennessee
$32.1K
EWM
1320
Evermay Wealth Management
Virginia
$31.3K +$14.6K +60 +103%
BC
1321
Barrett & Company
Rhode Island
$31K
GIA
1322
GHP Investment Advisors
Colorado
$30K
BBPWM
1323
Blue Bell Private Wealth Management
Pennsylvania
$29.5K
JWA
1324
JFS Wealth Advisors
Pennsylvania
$28.9K -$244 -1 -0.9%
QL
1325
Quarry LP
New York
$28.9K +$26.6K +109 New