ISRG icon

Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMAG
1326
Pinnacle Wealth Management Advisory Group
New Jersey
$737K +$3.87K +7 +0.5%
TPI
1327
Trust Point Inc
Wisconsin
$736K -$429K -776 -34%
ECA
1328
Elevated Capital Advisors
Utah
$735K -$59.7K -108 -7%
TPM
1329
Triasima Portfolio Management
Quebec, Canada
$735K +$539K +975 +191%
ACP
1330
Aviance Capital Partners
Florida
$734K +$2.77K +5 +0.3%
FNBOH
1331
First National Bank of Hutchinson
Kansas
$734K +$820K +1,482 New
PPC
1332
Park Place Capital
Alabama
$733K -$405K -733 -33%
1W
1333
1776 Wealth
Georgia
$729K -$14.4K -26 -2%
GFP
1334
Guardian Financial Partners
California
$729K +$2.77K +5 +0.3%
AU
1335
Algebris (UK)
United Kingdom
$728K +$878K +1,587 New
PWP
1336
Private Wealth Partners
California
$721K +$4.42K +8 +0.6%
BWP
1337
Balboa Wealth Partners
Arizona
$721K +$108K +196 +16%
OHWP
1338
Oak Harbor Wealth Partners
North Carolina
$718K +$341K +616 +74%
MGIA
1339
Moneta Group Investment Advisors
Missouri
$715K -$174K -314 -18%
II
1340
Impact Investors
California
$714K -$9.4K -17 -1%
PPWM
1341
Paragon Private Wealth Management
Kentucky
$712K +$179K +323 +29%
VCM
1342
Virtue Capital Management
Tennessee
$706K -$21.6K -39 -3%
RWPA
1343
Richard W. Paul & Associates
Michigan
$705K +$3.87K +7 +0.5%
SF
1344
Seek First
California
$705K +$788K +1,424 New
AF
1345
Aviso Financial
Ontario, Canada
$705K -$39.8K -72 -5%
PTC
1346
Private Trust Company
Ohio
$705K +$226K +409 +40%
MSS
1347
Mitchell Sinkler & Starr
Pennsylvania
$704K +$66.9K +121 +9%
BIG
1348
Brookwood Investment Group
Arizona
$697K +$779K +1,408 New
DCM
1349
Driehaus Capital Management
Illinois
$696K +$140K +253 +22%
FI
1350
Finivi Inc
Massachusetts
$694K +$49.8K +90 +7%
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