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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
HI
1926
Hendershot Investments
Virginia
$166K
WAG
1927
Wilkerson Advisory Group
Missouri
$165K -$5.24K -12 -3%
PB
1928
Pinnacle Bancorp
Nebraska
$164K +$3.93K +9 +2%
ABC
1929
Anchor Bay Capital
California
$163K +$181K +414 New
FMII
1930
Farmers & Merchants Investments Inc
Nebraska
$161K +$47.6K +109 +37%
RDFA
1931
Ritter Daniher Financial Advisory
Ohio
$160K
BC
1932
Barrett & Company
Rhode Island
$159K +$159K +365 +1,014%
T
1933
TrustBank
Illinois
$159K -$19.7K -45 -10%
Cohen & Steers
1934
Cohen & Steers
New York
$159K
JEST
1935
JTC Employer Solutions Trustee
Jersey
$157K
ABWM
1936
Alpine Bank Wealth Management
Colorado
$156K +$171K +392 New
FFO
1937
Fortitude Family Office
Arizona
$155K
TFA
1938
Toth Financial Advisory
Virginia
$155K
KFA
1939
Kelleher Financial Advisors
New York
$153K +$155K +354 +1,180%
AWM
1940
Abound Wealth Management
Tennessee
$153K -$17.9K -41 -10%
SIA
1941
Strategic Investment Advisors
Michigan
$152K -$16.6K -38 -9%
ADL
1942
Asset Dedication LLC
California
$151K
ACM
1943
Adalta Capital Management
New York
$149K
BCM
1944
Blume Capital Management
California
$149K
AFC
1945
Ares Financial Consulting
California
$149K +$3.93K +9 +2%
PWAM
1946
Private Wealth Asset Management
Iowa
$148K -$30.6K -70 -16%
FCAS
1947
First Command Advisory Services
Texas
$148K +$86.1K +197 +113%
OCM
1948
Osterweis Capital Management
California
$146K
CCM
1949
Chilton Capital Management
Texas
$145K +$105K +241 +194%
NRG
1950
Nemes Rush Group
Michigan
$145K +$3.5K +8 +2%