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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
CPIA
1426
Cornell Pochily Investment Advisors
New York
$589K +$13.3K +24 +2%
CBA
1427
Coastal Bridge Advisors
Connecticut
$588K +$656K +1,187 New
VC
1428
Veery Capital
Delaware
$587K – – –
IP
1429
Ignite Planners
California
$586K -$26.5K -48 -4%
EW
1430
Evoke Wealth
California
$586K +$53.1K +96 +9%
CF
1431
Claris Financial
Virginia
$585K – – –
SI
1432
Severin Investments
Missouri
$584K +$71.3K +129 +12%
OFP
1433
OLIO Financial Planning
Virginia
$582K +$650K +1,175 New
LWM
1434
LJI Wealth Management
Indiana
$582K +$7.74K +14 +1%
CWM
1435
Connecticut Wealth Management
Connecticut
$579K +$64.7K +117 +11%
AA
1436
Apriem Advisors
California
$578K – – –
MC
1437
Moors & Cabot
Massachusetts
$578K -$49.2K -89 -7%
VNIM
1438
Vaughan Nelson Investment Management
Texas
$572K -$498K -900 -44%
APP
1439
Avantax Planning Partners
Iowa
$571K +$55.9K +101 +10%
CH
1440
Cromwell Holdings
Wyoming
$567K – – –
SPC
1441
Spirepoint Private Client
Florida
$566K – – –
RF
1442
RHS Financial
California
$565K – – –
AIM
1443
Advyzon Investment Management
Illinois
$561K +$627K +1,134 New
NL
1444
Navalign LLC
California
$560K -$10.5K -19 -2%
NAS
1445
Nicolet Advisory Services
Wisconsin
$560K +$41.5K +75 +7%
Koshinski Asset Management
1446
Koshinski Asset Management
Illinois
$556K +$379K +686 +9%
KFA
1447
Kapstone Financial Advisors
Ohio
$556K – – –
JMFC
1448
J.M. Forbes & Co
Massachusetts
$555K -$460K -832 -43%
CW
1449
Channel Wealth
California
$555K -$18.3K -33 -3%
MA
1450
MJP Associates
Connecticut
$554K +$35.4K +64 +6%