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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
MFS
1501
Miller Financial Services
Michigan
$633K -$70.8K -133 -11%
JMFC
1502
J.M. Forbes & Co
Massachusetts
$630K -$5.32K -10 -0.9%
ACM
1503
Aspen Capital Management
Idaho
$629K
VCP
1504
Verus Capital Partners
Arizona
$628K +$96.9K +182 +20%
BFG
1505
Beacon Financial Group
Texas
$628K +$41K +77 +7%
NFG
1506
Nations Financial Group
Iowa
$625K +$124K +232 +27%
AWM
1507
Ameliora Wealth Management
Switzerland
$624K +$31.9K +60 +6%
FCT
1508
Family Capital Trust
Massachusetts
$622K
VA
1509
Valmark Advisers
Ohio
$621K +$53.8K +101 +10%
BWA
1510
Basecamp Wealth Advisors
Washington
$621K +$584K +1,097 New
WI
1511
WrapManager Inc
California
$619K +$1.06K +2 +0.2%
FP
1512
Financial Perspectives
Minnesota
$618K
PWS
1513
Proactive Wealth Strategies
Georgia
$616K +$63.9K +120 +12%
T. Rowe Price Investment Management
1514
T. Rowe Price Investment Management
Maryland
$612K -$8.52K -16 -1%
DG
1515
DMC Group
Alabama
$611K +$107K +201 +23%
IIM
1516
Ipswich Investment Management
Massachusetts
$611K +$16K +30 +3%
HA
1517
Huntleigh Advisors
Missouri
$609K -$573K -1,076 -50%
VGDSS
1518
VUB Generali dochodkova spravcovska spolocnost
$609K +$573K +1,076 New
ECA
1519
Elevated Capital Advisors
Utah
$609K -$126K -237 -18%
TSW
1520
Three Seasons Wealth
Utah
$609K +$572K +1,075 New
IIL
1521
Income Insurance Ltd
$607K +$571K +1,072 New
SWM
1522
SHP Wealth Management
Massachusetts
$606K +$570K +1,070 New
EWA
1523
Eagle Wealth Advisors
Connecticut
$605K +$569K +1,069 New
GCM
1524
Graham Capital Management
Connecticut
$605K -$378K -710 -40%
SSG
1525
Summit Securities Group
New York
$604K +$506K +951 +820%