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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
AS
1326
Altshuler Shaham
Israel
$79K -$147K -504 -66%
CFFP
1327
Center for Financial Planning
Michigan
$79K – – –
DWA
1328
Delos Wealth Advisors
Texas
$79K – – –
Koshinski Asset Management
1329
Koshinski Asset Management
Illinois
$77.2K +$2.04K +7 +2%
HS
1330
Horan Securities
United States
$77K -$15.2K -52 -17%
DFCM
1331
Dark Forest Capital Management
Puerto Rico
$77K +$56.4K +193 +302%
TFO
1332
Tarbox Family Office
California
$76K -$22.8K -78 -24%
SCA
1333
Sandy Cove Advisors
Massachusetts
$76K +$2.92K +10 +4%
CCA
1334
Catalyst Capital Advisors
New York
$74K +$14K +48 +24%
CWC
1335
Carolinas Wealth Consulting
North Carolina
$73K -$2.92K -10 -4%
TIM
1336
Tortoise Investment Management
New York
$73K – – –
GWSG
1337
GPS Wealth Strategies Group
Colorado
$72K +$22.2K +76 +47%
NSIM
1338
North Star Investment Management
Illinois
$71K – – –
BONH
1339
Bank of New Hampshire
New Hampshire
$71K +$69.2K +237 New
IUHSA
1340
Itau Unibanco Holding S.A.
Brazil
$70K +$2.34K +8 +4%
FA
1341
Financial Advantage
Maryland
$69K – – –
QC
1342
Quent Capital
New York
$68K +$22.8K +78 +53%
POIA
1343
Pin Oak Investment Advisors
Texas
$65K – – –
PCG
1344
Private Capital Group
Connecticut
$65K +$7.3K +25 +13%
SWM
1345
Selective Wealth Management
Virginia
$62K – – –
JWM
1346
Janiczek Wealth Management
Colorado
$62K +$17.5K +60 +41%
TFA
1347
Toth Financial Advisory
Virginia
$61K -$2.63K -9 -4%
FIA
1348
FNY Investment Advisers
New York
$60K +$58.4K +200 New
ATC
1349
Adirondack Trust Company
New York
$59K +$29.2K +100 +106%
SAM
1350
Sycomore Asset Management
France
$58K -$22.2K -76 -28%