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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
1901
Embree Financial Group
Illinois
$235K -$46K -91 -15%
EAM
1902
Evanson Asset Management
California
$233K +$1.01K +2 +0.4%
FAC
1903
Financial Advisory Corporation
Michigan
$233K +$5.06K +10 +2%
FG
1904
Foster Group
Iowa
$232K -$9.61K -19 -4%
GAM
1905
Gemmer Asset Management
California
$232K -$3.54K -7 -1%
WP
1906
WealthPLAN Partners
Nebraska
$232K +$35.4K +70 +16%
PEWA
1907
Pacific Excel Wealth Advisors
California
$231K +$254K +502 New
SIG
1908
Spinnaker Investment Group
California
$231K -$25.3K -50 -9%
HKIMG
1909
Hutchens & Kramer Investment Management Group
Indiana
$231K -$23.8K -47 -9%
OWP
1910
Obermeyer Wealth Partners
Colorado
$231K
Dodge & Cox
1911
Dodge & Cox
California
$230K
HA
1912
Harbor Advisors
Florida
$230K
PFM
1913
Potomac Fund Management
Florida
$230K +$506 +1 +0.2%
SEIA
1914
Signature Estate & Investment Advisors
California
$230K +$36.4K +72 +17%
PWP
1915
Ponta Wealth Partners
Florida
$230K +$42.5K +84 +20%
AA
1916
Armis Advisers
Georgia
$230K -$152K -301 -36%
TNAM
1917
Terra Nova Asset Management
New York
$229K -$1.95M -3,855 -89%
KCPG
1918
Kavar Capital Partners Group
Kansas
$229K -$3.04K -6 -1%
CPCM
1919
Cardinal Point Capital Management
Ontario, Canada
$229K +$251K +496 New
BFS
1920
BridgePort Financial Solutions
Iowa
$228K -$2.02K -4 -0.8%
BCM
1921
Buckhead Capital Management
Georgia
$228K
SHWM
1922
Smith & Howard Wealth Management
Georgia
$227K -$23.8K -47 -9%
SEP
1923
Southland Equity Partners
Missouri
$227K +$13.2K +26 +6%
SIA
1924
Sovereign Investment Advisors
Arizona
$227K +$249K +493 New
EWM
1925
Evermay Wealth Management
Virginia
$227K -$145K -287 -37%