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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1901
Provenance Wealth Advisors
Florida
$164K
CCG
1902
Ceeto Capital Group
Florida
$163K +$163K +312 New
QL
1903
Quarry LP
New York
$160K -$92.2K -177 -37%
MS
1904
Mizuho Securities
Japan
$158K +$93.8K +180 +150%
OP
1905
ORG Partners
Indiana
$152K -$521 -1 -0.3%
MCM
1906
MV Capital Management
Maryland
$144K -$521 -1 -0.4%
CSC
1907
Cove Street Capital
California
$141K
CT
1908
Clearstead Trust
Maine
$136K
SVCP
1909
Silicon Valley Capital Partners
California
$129K +$129K +248 New
NSIM
1910
North Star Investment Management
Illinois
$129K
CT
1911
Colonial Trust
South Carolina
$128K +$10.4K +20 +9%
ANBT
1912
American National Bank & Trust
Texas
$128K
CWM
1913
Cranbrook Wealth Management
Michigan
$128K +$63K +121 +98%
FMII
1914
Farmers & Merchants Investments Inc
Nebraska
$123K
SNB
1915
Security National Bank
Nebraska
$117K
PWS
1916
Peterson Wealth Services
Utah
$116K
CA
1917
Crewe Advisors
Utah
$115K -$78.1K -150 -40%
EBA
1918
Eagle Bay Advisors
New York
$112K -$4.17K -8 -4%
GC
1919
Garde Capital
Washington
$110K
CSB
1920
City State Bank
Iowa
$104K -$3.13K -6 -3%
AGWCA
1921
Annis Gardner Whiting Capital Advisors
Florida
$100K +$6.77K +13 +7%
FGA
1922
Fortis Group Advisors
New Jersey
$99.7K
GG
1923
Gleason Group
Kentucky
$99.2K
OWP
1924
ORG Wealth Partners
Texas
$99.2K +$30.2K +58 +44%
BFPW
1925
BOK Financial Private Wealth
Colorado
$97.1K +$3.13K +6 +3%