We are live on ! Find out more
ISRG icon

Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1501
Resurgent Financial Advisors
Georgia
$429K -$834K -1,739 -64%
FFA
1502
Fortune Financial Advisors
Kansas
$428K +$48K +100 +12%
BCA
1503
Bay Capital Advisors
Virginia
$427K -$960 -2 -0.2%
LRWM
1504
Lord & Richards Wealth Management
Colorado
$425K +$110K +229 +32%
LWA
1505
Ledgewood Wealth Advisors
New Hampshire
$425K – – –
CIS
1506
Custom Index Systems
New York
$424K +$172K +359 +61%
CBB
1507
Citizens Business Bank
California
$424K +$455K +948 New
GB
1508
Goepper Burkhardt
South Carolina
$421K – – –
FWCM
1509
Ferguson Wellman Capital Management
Oregon
$419K – – –
CSI
1510
Cross Staff Investments
New York
$419K – – –
LTI
1511
Laffer Tengler Investments
Tennessee
$416K -$93.6K -195 -17%
FWA
1512
FSM Wealth Advisors
Ohio
$416K +$13K +27 +3%
YWM
1513
Yukon Wealth Management
Kansas
$415K +$6.72K +14 +2%
VCP
1514
Verus Capital Partners
Arizona
$415K -$26.4K -55 -6%
LJHT
1515
Laurie J. Hall Trustee
$414K – – –
CBA
1516
Coastal Bridge Advisors
Connecticut
$411K -$74.4K -155 -14%
PPWM
1517
Perissos Private Wealth Management
Oklahoma
$410K – – –
CG
1518
Clarus Group
Texas
$409K -$1.92K -4 -0.4%
NL
1519
Navalign LLC
California
$408K -$39.8K -83 -8%
SN
1520
Sittner & Nelson
Oregon
$407K – – –
SAI
1521
Savvy Advisors Inc
New York
$407K +$70.5K +147 +19%
OF
1522
Optimize Financial
California
$406K +$436K +908 New
WAOTB
1523
Wealth Advisors of Tampa Bay
Florida
$406K +$14.4K +30 +3%
LCGC
1524
Legacy Capital Group California
California
$403K -$4.32K -9 -1%
FFG
1525
Fiduciary Financial Group
California
$403K +$960 +2 +0.2%
59 60
61
62 63