We are live on ! Find out more
ISRG icon

Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
UWPG
1401
Ullmann Wealth Partners Group
Florida
$654K +$37.9K +75 +6%
GIC
1402
Generali Investments CEE
Czech Republic
$653K -$66.8K -132 -9%
TWM
1403
Trueblood Wealth Management
Ohio
$652K +$30.9K +61 +5%
AZ
1404
Alpha Zero
Florida
$652K +$33.9K +67 +5%
ACP
1405
Aviance Capital Partners
Florida
$649K – – –
CPIA
1406
Cornell Pochily Investment Advisors
New York
$645K +$10.1K +20 +1%
BTWM
1407
Baker Tilly Wealth Management
Wisconsin
$644K -$75.4K -149 -10%
EWM
1408
Empirical Wealth Management
Washington
$640K -$690K -1,363 -50%
VWM
1409
Venturi Wealth Management
Texas
$639K -$135K -267 -16%
LWA
1410
Lineweaver Wealth Advisors
Ohio
$639K -$176K -348 -20%
FFN
1411
Focus Financial Network
Minnesota
$637K -$22.3K -44 -3%
TFGT
1412
TS Financial Group (TSFG)
Illinois
$636K – – –
PHWA
1413
Petersen Hastings Wealth Advisors
Washington
$634K – – –
LAM
1414
Lewis Asset Management
California
$633K -$39.5K -78 -5%
OWM
1415
OneAscent Wealth Management
Alabama
$632K -$32.9K -65 -5%
PTC
1416
Private Trust Company
Ohio
$627K +$11.6K +23 +2%
EPW
1417
Evolve Private Wealth
California
$626K +$249K +493 +57%
PWP
1418
Private Wealth Partners
California
$622K -$26.3K -52 -4%
RMC
1419
Resources Management Corp
Connecticut
$622K – – –
DIA
1420
Dana Investment Advisors
Wisconsin
$621K +$105K +208 +18%
PCP
1421
Perbak Capital Partners
United Kingdom
$619K +$679K +1,342 New
JRPIM
1422
Journey Retirement Planning & Investment Management
Idaho
$618K -$2.1M -4,151 -76%
NIP
1423
Nicholas Investment Partners
California
$618K – – –
FBFS
1424
First Business Financial Services
Wisconsin
$618K +$50.6K +100 +8%
RPC
1425
Rossmore Private Capital
Connecticut
$617K +$105K +207 +18%
55 56
57
58 59