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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
1376
Independence Bank of Kentucky
Kentucky
$120K +$106K +350 New
SAM
1377
S.A. Mason
Michigan
$119K
ANBT
1378
American National Bank & Trust
Texas
$115K
VNA
1379
Valley National Advisers
Pennsylvania
$113K +$14.8K +49 +18%
VWM
1380
Venturi Wealth Management
Texas
$112K +$303 +1 +0.3%
VCM
1381
Versant Capital Management
Arizona
$112K +$2.12K +7 +2%
FPFS
1382
First Personal Financial Services
North Carolina
$111K
PMFA
1383
Plante Moran Financial Advisors
Michigan
$109K +$1.51K +5 +2%
CMBA
1384
C.M. Bidwell & Associates
Hawaii
$109K +$96.2K +318 New
NRG
1385
Nemes Rush Group
Michigan
$109K +$96.2K +318 New
EWM
1386
Evermay Wealth Management
Virginia
$106K +$3.93K +13 +4%
BWM
1387
BerganKDV Wealth Management
Minnesota
$104K -$113K -373 -55%
OP
1388
ORG Partners
Indiana
$101K +$91.1K +301 New
PHAM
1389
Portland Hill Asset Management
United Kingdom
$101K
LFG
1390
Larson Financial Group
Missouri
$101K -$56.6K -187 -39%
FFA
1391
Farther Finance Advisors
California
$101K -$1.81K -6 -2%
MHR
1392
Matthew Hamilton Rosenberg
$96.8K +$303 +1 +0.4%
TF
1393
TimeScale Financial
Massachusetts
$96.4K -$13.9K -46 -14%
DAM
1394
Delta Asset Management
Tennessee
$95.7K
EARNEST Partners
1395
EARNEST Partners
Georgia
$95.1K
LB
1396
Legacy Bridge
Iowa
$88.9K +$78.7K +260 New
CFFP
1397
Center for Financial Planning
Michigan
$88.2K
CSPIA
1398
Cary Street Partners Investment Advisory
Virginia
$87.9K +$6.35K +21 +9%
GEA
1399
Glen Eagle Advisors
New Jersey
$86.5K
TIM
1400
Tortoise Investment Management
New York
$86.5K