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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1351
Phoenix Wealth Advisors
North Carolina
$5K
TJHA
1352
Thomas J. Herzfeld Advisors
Florida
$5K
CWM
1353
Cranbrook Wealth Management
Michigan
$5K +$5.04K +15 New
FWM
1354
Filbrandt Wealth Management
Wisconsin
$5K +$5.04K +15 New
HDIM
1355
Hanson & Doremus Investment Management
Vermont
$5K +$5.04K +15 New
KFS
1356
Kelly Financial Services
Massachusetts
$4.97K
MG
1357
MilWealth Group
Wisconsin
$4.97K +$5.04K +15 New
JGIA
1358
Jackson Grant Investment Advisers
Connecticut
$4K
LF
1359
Lee Financial
Texas
$4K
CTB
1360
Country Trust Bank
Illinois
$4K +$4.03K +12 New
MA
1361
MCF Advisors
Kentucky
$4K +$4.03K +12 New
GFPC
1362
Global Financial Private Client
Florida
$3.03K -$30.2K -90 -91%
CWC
1363
Carolinas Wealth Consulting
North Carolina
$3K
EWM
1364
Edge Wealth Management
New York
$3K
BWL
1365
Bogart Wealth LLC
Virginia
$3K +$3.02K +9 New
PO
1366
Private Ocean
California
$3K +$3.02K +9 New
UFF
1367
USA Financial Formulas
Michigan
$2K -$1.23M -3,648 -100%
BMD
1368
Better Money Decisions
New Mexico
$2K
HFM
1369
Hartford Financial Management
Connecticut
$2K
Kayne Anderson Rudnick Investment Management
1370
Kayne Anderson Rudnick Investment Management
California
$2K
LIM
1371
Longfellow Investment Management
Massachusetts
$2K
CCA
1372
Column Capital Advisors
Indiana
$1K
WA
1373
WestEnd Advisors
North Carolina
$331
PGEBT
1374
Pactiv General Employee Benefit Trust
Illinois
-$71.8M -234,381 Closed
CIM
1375
CCLA Investment Management
United Kingdom
-$42.2M -137,703 Closed