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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1901
Koshinski Asset Management
Illinois
$207K -$8.74K -20 -4%
LWM
1902
LJI Wealth Management
Indiana
$206K -$234K -535 -51%
CWG
1903
Crown Wealth Group
North Carolina
$206K -$3.5K -8 -2%
MCWS
1904
McKinley Carter Wealth Services
West Virginia
$206K +$226K +518 New
CFO
1905
CVA Family Office
Colorado
$206K -$57.7K -132 -20%
SEP
1906
Southland Equity Partners
Missouri
$206K +$10.9K +25 +5%
GIP
1907
Granite Investment Partners
California
$205K -$45K -103 -17%
FG
1908
Foster Group
Iowa
$204K +$4.37K +10 +2%
TSW
1909
Thompson Siegel & Walmsley
Virginia
$204K -$1.09M -2,500 -83%
FAC
1910
Financial Advisory Corporation
Michigan
$204K +$3.06K +7 +1%
AHL
1911
Abel Hall LLC
Louisiana
$204K -$159K -363 -41%
MFC
1912
Morris Financial Concepts
South Carolina
$202K +$8.74K +20 +4%
BCM
1913
Buckhead Capital Management
Georgia
$202K +$5.68K +13 +3%
SWM
1914
Shrier Wealth Management
California
$202K +$8.74K +20 +4%
CPA
1915
Capital Performance Advisors
California
$201K -$138K -317 -39%
CSPIA
1916
Cary Street Partners Investment Advisory
Virginia
$190K -$38.4K -88 -16%
TWM
1917
Tripletail Wealth Management
Florida
$188K -$18.3K -42 -9%
TWIM
1918
TIAA Wealth Investment Management
New York
$187K -$8.93M -20,442 -98%
CT
1919
Colonial Trust
South Carolina
$185K -$3.06K -7 -1%
CFFP
1920
Center for Financial Planning
Michigan
$182K
BIM
1921
Breakwater Investment Management
Washington
$180K
MHR
1922
Matthew Hamilton Rosenberg
$179K +$73K +167 +59%
RCM
1923
Raleigh Capital Management
North Carolina
$176K +$874 +2 +0.5%
DWM
1924
Darwin Wealth Management
Florida
$175K +$7.86K +18 +4%
PWS
1925
Peterson Wealth Services
Utah
$173K +$24.9K +57 +15%