We are live on ! Find out more
ISRG icon

Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
1826
Greenup Street Wealth Management
Michigan
$327K +$11.7K +22 +4%
SWA
1827
Strategies Wealth Advisors
Michigan
$327K +$5.32K +10 +2%
JMA
1828
J.M. Arbour
Maine
$326K +$307K +576 New
SSCA
1829
South Shore Capital Advisors
Massachusetts
$326K +$306K +575 New
CFO
1830
CVA Family Office
Colorado
$325K +$42.6K +80 +16%
IIA
1831
Integral Investment Advisors
California
$325K +$306K +574 New
RWM
1832
Reston Wealth Management
Virginia
$324K +$305K +573 New
TSW
1833
Thompson Siegel & Walmsley
Virginia
$323K – – –
HFP
1834
Holistic Financial Partners
Indiana
$323K +$6.39K +12 +2%
CA
1835
Cornerstone Advisory
Maryland
$322K +$303K +569 New
ABC
1836
Associated Banc-Corp
Wisconsin
$322K – – –
AB
1837
Atlas Brown
Kentucky
$321K -$49K -92 -14%
TWA
1838
TCI Wealth Advisors
Arizona
$321K -$26.1K -49 -8%
WA
1839
Waystone Advisors
Washington
$321K +$302K +567 New
WPW
1840
Waldron Private Wealth
Pennsylvania
$320K -$25K -47 -8%
SG
1841
Somerset Group
Minnesota
$320K – – –
SP
1842
Successful Portfolios
Florida
$320K +$7.99K +15 +3%
JSAM
1843
J. Safra Asset Management
New York
$319K +$1.6K +3 +0.5%
CSA
1844
Cornerstone Select Advisors
Missouri
$319K +$4.79K +9 +2%
TWM
1845
Topsail Wealth Management
North Carolina
$319K +$10.6K +20 +4%
KCM
1846
Kathmere Capital Management
Pennsylvania
$319K +$300K +563 New
Q
1847
QVR
California
$319K +$300K +563 New
HPM
1848
Hoxton Planning & Management
West Virginia
$318K +$5.32K +10 +2%
RTC
1849
Real Talk Capital
Tennessee
$317K +$298K +560 New
CWS
1850
Confluence Wealth Services
Pennsylvania
$316K -$9.58K -18 -3%
72 73
74
75 76