We are live on ! Find out more
ISRG icon

Intuitive Surgical
ISRG

Name Holding Trade Value Shares
Change 		Change in
Stake
DBIA
1976
Dumont & Blake Investment Advisors
New Jersey
$215K +$207K +395 New
FFP
1977
FourThought Financial Partners
Florida
$213K +$205K +392 New
SMC
1978
Smith, Moore & Co
Missouri
$212K +$204K +391 New
BB
1979
Busey Bank
Illinois
$212K +$204K +390 New
WW
1980
Waterfront Wealth
Kansas
$212K +$204K +390 New
PIM
1981
Platinum Investment Management
Australia
$211K +$203K +389 New
TI
1982
TTP Investments
California
$211K +$203K +389 New
HR
1983
Hardy Reed
Mississippi
$211K +$203K +388 New
CWM
1984
Centric Wealth Management
Illinois
$210K -$4.71K -9 -2%
EFA
1985
Edge Financial Advisors
Illinois
$210K +$202K +387 New
FA
1986
Fagan Associates
New York
$210K +$202K +386 New
NA
1987
Nautilus Advisors
California
$210K +$202K +386 New
PWP
1988
Precedent Wealth Partners
Texas
$210K +$202K +386 New
SA
1989
Stewardship Advisors
Pennsylvania
$209K +$201K +385 New
LWL
1990
Leo Wealth LLC
Texas
$209K +$201K +385 New
TPF
1991
Tribridge Partners Financial
Maryland
$209K +$201K +384 New
MW
1992
MBL Wealth
North Carolina
$209K +$201K +384 New
SPWM
1993
Spartan Planning & Wealth Management
North Carolina
$209K +$201K +384 New
IPAM
1994
Investment Partners Asset Management
New Jersey
$208K +$200K +383 New
AA
1995
Acorns Advisers
California
$208K +$200K +383 New
WAM
1996
Walker Asset Management
Missouri
$208K +$200K +382 New
OFG
1997
Omega Financial Group
California
$207K +$199K +381 New
WCA
1998
Westover Capital Advisors
Delaware
$206K +$198K +379 New
HCWM
1999
Hidden Cove Wealth Management
Washington
$205K +$198K +378 New
BFM
2000
Boothbay Fund Management
New York
$205K -$532K -1,018 -73%
78 79
80
81 82