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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
MLA
1476
My Legacy Advisors
Oregon
$594K +$591K +1,130 New
SIMG
1477
Sonora Investment Management Group
Arizona
$594K +$16.2K +31 +3%
KA
1478
Klingman & Associates
New York
$594K +$133K +254 +30%
FP
1479
Financial Perspectives
Minnesota
$593K
HA
1480
Huntleigh Advisors
Missouri
$593K +$50.2K +96 +10%
FA
1481
Fountainhead AM
New Jersey
$591K +$2.09K +4 +0.4%
AC
1482
AlphaCore Capital
California
$591K +$164K +314 +41%
IP
1483
Investment Partners
Ohio
$589K -$5.23K -10 -0.9%
FAG
1484
Fortitude Advisory Group
Washington
$589K +$14.1K +27 +3%
KA
1485
Kovack Advisors
Florida
$587K +$3.14K +6 +0.6%
TCWM
1486
Total Clarity Wealth Management
Illinois
$586K +$172K +328 +44%
HI
1487
Humankind Investments
New York
$585K +$114K +218 +25%
BI
1488
BlueSpruce Investments
Illinois
$583K +$561K +1,073 New
CBA
1489
Coastal Bridge Advisors
Connecticut
$583K -$59.6K -114 -10%
NGA
1490
Naples Global Advisors
Florida
$579K +$3.14K +6 +0.6%
BWA
1491
Bordeaux Wealth Advisors
California
$578K +$5.75K +11 +1%
AIM
1492
Advyzon Investment Management
Illinois
$577K -$37.1K -71 -6%
EWM
1493
Evercore Wealth Management
New York
$576K +$1.57K +3 +0.3%
MSE
1494
MUFG Securities EMEA
United Kingdom
$575K +$554K +1,059 New
LSA
1495
Lion Street Advisors
Texas
$573K +$83.1K +159 +18%
JFG
1496
Jefferies Financial Group
New York
$573K -$2.05M -3,930 -79%
SG
1497
StoneX Group
New York
$573K +$48.1K +92 +10%
NAS
1498
Nicolet Advisory Services
Wisconsin
$570K +$18.8K +36 +3%
Capital International Investors
1499
Capital International Investors
California
$570K +$558K +1,068 New
IIM
1500
Ipswich Investment Management
Massachusetts
$569K