ISRG icon

Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
1476
Castleark Management
Illinois
$553K – – –
VA
1477
Valmark Advisers
Ohio
$551K +$49.6K +98 +9%
RBC
1478
Romano Brothers & Co
Illinois
$550K +$18.2K +36 +3%
EW
1479
Expressive Wealth
Illinois
$546K +$612K +1,209 New
IP
1480
Investment Partners
Ohio
$545K -$7.59K -15 -1%
MFS
1481
Miller Financial Services
Michigan
$545K +$32.9K +65 +6%
MNA
1482
Manning & Napier Advisors
New York
$544K -$1.84M -3,636 -75%
FIA
1483
Foundations Investment Advisors
Arizona
$543K +$79.4K +157 +15%
SG
1484
StoneX Group
New York
$543K +$199K +394 +50%
OFP
1485
OLIO Financial Planning
Virginia
$542K – – –
TAFW
1486
Tred Avon Family Wealth
Maryland
$539K -$9.61K -19 -2%
VC
1487
Veery Capital
Delaware
$537K -$1.52K -3 -0.3%
DE
1488
Defiance ETFs
New York
$537K +$589K +1,165 New
AMG
1489
Advisors Management Group
Wisconsin
$537K -$481K -950 -45%
SP
1490
SmartHarvest Portfolios
Washington
$537K -$133K -263 -18%
CWWM
1491
Clear Wave Wealth Management
New Jersey
$535K +$587K +1,160 New
GAA
1492
Global Assets Advisory
Florida
$534K +$586K +1,158 New
VWA
1493
Visionary Wealth Advisors
Illinois
$531K +$48.6K +96 +9%
NGA
1494
Naples Global Advisors
Florida
$531K -$7.59K -15 -1%
AU
1495
AlphaGrep UK
$528K +$131K +259 +29%
SHGA
1496
Sand Hill Global Advisors
California
$527K +$44K +87 +8%
CH
1497
Cromwell Holdings
Wyoming
$527K – – –
BWP
1498
BSW Wealth Partners
Colorado
$526K -$258K -509 -31%
FAMI
1499
Fideuram Asset Management (Ireland)
$525K -$3.93M -7,773 -88%
AWM
1500
Aries Wealth Management
Maine
$525K +$179K +354 +45%
58 59
60
61 62