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Intuitive Surgical

Name Holding Trade Value Shares
Change
Change in
Stake
SA
1926
SRH Advisors
Kansas
$60.4K
S
1927
Sachetta
Massachusetts
$57.7K -$3.36K -7 -5%
UCB
1928
United Community Bank
South Carolina
$57.2K +$11K +23 +22%
OAJ
1929
Ogorek Anthony Joseph
New York
$56K -$2.4K -5 -4%
GA
1930
GoalVest Advisory
New York
$55.5K -$1.46M -3,040 -96%
BAM
1931
Byrne Asset Management
New Jersey
$55.5K
A
1932
AlphaQuest
New York
$54.1K -$824K -1,718 -93%
FA
1933
Financial Avengers
California
$53.7K
PW
1934
Pandora Wealth
Illinois
$53.7K
DJSG
1935
D.J. St. Germain
Massachusetts
$52.8K +$15.4K +32 +37%
WWM
1936
Wolff Wiese Magana
California
$52.3K -$568K -1,184 -91%
WWA
1937
Wealth Watch Advisors
Colorado
$52.3K +$56.1K +117 New
SSG
1938
Summit Securities Group
New York
$51.9K +$55.7K +116 New
DCM
1939
Disciplina Capital Management
Tennessee
$51K
AWM
1940
Activest Wealth Management
Florida
$50.2K +$9.6K +20 +22%
MFC
1941
Mechanics Financial Corp
Ohio
$50.1K
GIA
1942
GHP Investment Advisors
Colorado
$49.6K
LFASL
1943
Lugano Financial Advisors SA (LFA)
Switzerland
$49.2K -$1.92K -4 -4%
MAS
1944
MPWM Advisory Solutions
Georgia
$49.2K
BWM
1945
Bernard Wealth Management
Michigan
$48.3K
MCA
1946
Midwest Capital Advisors
Michigan
$46.5K
JWM
1947
JPL Wealth Management
Colorado
$45.1K +$48.5K +101 New
MCA
1948
Maryland Capital Advisors
Maryland
$44.7K
TCM
1949
TD Capital Management
Tennessee
$44.7K
PPA
1950
Pilgrim Partners Asia
Singapore
$44.7K +$48K +100 New