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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
SS
1351
Sunbelt Securities
Texas
$692K +$31.5K +57 +4%
CP
1352
Covenant Partners
Tennessee
$691K – – –
Boothbay Fund Management
1353
Boothbay Fund Management
New York
$691K +$477K +862 +162%
LCWP
1354
Legacy Capital Wealth Partners
Arkansas
$689K +$553 +1 +0.1%
KAS
1355
KPP Advisory Services
Kentucky
$688K +$64.7K +117 +9%
Simplicity Wealth
1356
Simplicity Wealth
New Jersey
$688K +$400K +724 +109%
AZ
1357
Alpha Zero
Florida
$687K +$85.2K +154 +12%
TFGT
1358
TS Financial Group (TSFG)
Illinois
$683K – – –
HDIM
1359
Hanson & Doremus Investment Management
Vermont
$683K +$520K +940 +214%
TCM
1360
Teza Capital Management
Illinois
$682K -$311K -563 -29%
CCA
1361
Cobblestone Capital Advisors
New York
$681K -$12.2K -22 -2%
PDL
1362
Portfolio Design Labs
California
$680K -$1.47M -2,662 -66%
HA
1363
Harfst & Associates
Wyoming
$672K +$750K +1,356 New
QC
1364
Quent Capital
New York
$671K +$16K +29 +2%
RMC
1365
Resources Management Corp
Connecticut
$669K – – –
Focus Financial Network
1366
Focus Financial Network
Minnesota
$668K -$78.5K -142 -10%
SP
1367
SWS Partners
Ohio
$666K +$16.6K +30 +2%
EverSource Wealth Advisors
1368
EverSource Wealth Advisors
Alabama
$666K +$74.1K +134 +11%
WLG
1369
Williamson Legacy Group
Indiana
$666K +$83.5K +151 +13%
CT
1370
Chicago Trust
Illinois
$666K -$11.1K -20 -1%
BTWM
1371
Baker Tilly Wealth Management
Wisconsin
$664K +$47K +85 +7%
MSAM
1372
Moloney Securities Asset Management
Missouri
$664K +$741K +1,340 New
MWM
1373
Mindset Wealth Management
Indiana
$662K +$12.2K +22 +2%
FBB
1374
Fulton Breakefield Broenniman
Maryland
$660K -$3.87K -7 -0.5%
KHCM
1375
Kirtland Hills Capital Management
Ohio
$659K +$133K +240 +21%