ISRG icon

Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
AMPWP
1601
Alvarez & Marsal Private Wealth Partners
Florida
$446K +$68.3K +135 +16%
KWM
1602
KFG Wealth Management
Indiana
$444K -$8.1K -16 -2%
AG
1603
AmeriFlex Group
Nevada
$443K – – –
CWL
1604
Causey Wealth LLC
Colorado
$442K -$2.53K -5 -0.5%
RFA
1605
Resurgent Financial Advisors
Georgia
$441K +$506 +1 +0.1%
BCA
1606
Bay Capital Advisors
Virginia
$440K – – –
FFA
1607
Fortune Financial Advisors
Kansas
$440K +$8.6K +17 +2%
IA
1608
Integrity Alliance
Iowa
$439K -$16.2K -32 -3%
LWA
1609
Ledgewood Wealth Advisors
New Hampshire
$438K – – –
EDRH
1610
Edmond de Rothschild Holding
Switzerland
$437K -$348K -687 -42%
WFI
1611
West Family Investments
California
$436K -$191K -377 -29%
AP
1612
Anchyra Partners
Georgia
$433K +$13.7K +27 +3%
HCM
1613
Hodges Capital Management
Texas
$432K +$278K +550 +142%
CSI
1614
Cross Staff Investments
New York
$431K – – –
DS
1615
DRW Securities
Illinois
$430K +$472K +933 New
PW
1616
Paladin Wealth
Minnesota
$430K -$15.2K -30 -3%
SN
1617
Sittner & Nelson
Oregon
$428K – – –
CBB
1618
Citizens Business Bank
California
$426K -$11.6K -23 -2%
LJHT
1619
Laurie J. Hall Trustee
$426K – – –
MCM
1620
Militia Capital Management
Texas
$425K +$466K +921 New
SI
1621
Severin Investments
Missouri
$424K +$465K +920 New
FWA
1622
FSM Wealth Advisors
Ohio
$423K +$3.54K +7 +0.8%
SCM
1623
SCS Capital Management
Massachusetts
$422K -$9.61K -19 -2%
FFG
1624
Fiduciary Financial Group
California
$422K -$2.02K -4 -0.4%
PPWM
1625
Perissos Private Wealth Management
Oklahoma
$422K – – –
63 64
65
66 67