We are live on ! Find out more
ISRG icon

Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1701
Opal Wealth Advisors
New York
$263K +$12.5K +26 +5%
GLR
1702
Great Lakes Retirement
Ohio
$262K -$1.33M -2,781 -83%
PCM
1703
Princeton Capital Management
New Jersey
$262K -$480 -1 -0.2%
SLC
1704
Second Line Capital
Louisiana
$262K +$31.7K +66 +13%
ST
1705
Smithfield Trust
Pennsylvania
$262K – – –
JCM
1706
Jacobsen Capital Management
Utah
$261K -$14.9K -31 -5%
BI
1707
Beckerman Institutional
New Jersey
$261K -$9.6K -20 -3%
BCM
1708
Becker Capital Management
Oregon
$260K -$4.32K -9 -2%
EGWAG
1709
Elwood & Goetz Wealth Advisory Group
Georgia
$259K – – –
RSWM
1710
Robertson Stephens Wealth Management
California
$258K -$76.8K -160 -22%
CPA
1711
Capital Performance Advisors
California
$258K +$16.3K +34 +6%
CWS
1712
Confluence Wealth Services
Pennsylvania
$258K -$21.6K -45 -7%
BFS
1713
BridgePort Financial Solutions
Iowa
$258K – – –
WA
1714
Westfuller Advisors
New York
$257K +$276K +575 New
GCM
1715
G2 Capital Management
Ohio
$256K +$275K +573 New
WPA
1716
West Paces Advisors
Georgia
$255K -$11.5K -24 -4%
TSW
1717
Thompson Siegel & Walmsley
Virginia
$255K -$2.4K -5 -0.9%
AHL
1718
Abel Hall LLC
Louisiana
$254K -$49.4K -103 -15%
ABC
1719
Associated Banc-Corp
Wisconsin
$254K – – –
SWA
1720
Strategies Wealth Advisors
Michigan
$254K +$20.2K +42 +8%
SWP
1721
Semus Wealth Partners
Florida
$253K -$40.3K -84 -13%
MFIM
1722
Mesirow Financial Investment Management
Illinois
$253K -$23K -48 -8%
JF
1723
JSF Financial
California
$252K +$79.7K +166 +42%
WCFA
1724
Walkner Condon Financial Advisors
Wisconsin
$251K -$5.76K -12 -2%
JSAM
1725
J. Safra Asset Management
New York
$251K +$51.8K +108 +24%
67 68
69
70 71