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ClearPoint Neuro

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.59M +$363K +87,674 +36%
MWM
2
Merriman Wealth Management
Washington
$486K +$114K +27,496 +37%
WVP
3
Worth Venture Partners
New Jersey
$416K +$359K +86,725 New
Millennium Management
4
Millennium Management
New York
$343K -$181K -43,811 -38%
Bank of America
5
Bank of America
North Carolina
$244K
MC
6
Mayo Clinic
Minnesota
$226K +$195K +47,148 New
KMC
7
Kirr Marbach & Co
Indiana
$212K +$4.14K +1,000 +2%
Brown Advisory
8
Brown Advisory
Maryland
$134K
PCM
9
Parsons Capital Management
Rhode Island
$128K
WJWM
10
Williams Jones Wealth Management
New York
$103K
WMC
11
Westwood Management Corporation
Illinois
$84K
RFC
12
Regions Financial Corp
Alabama
$56K +$48.2K +11,655 New
Northern Trust
13
Northern Trust
Illinois
$55K +$47.6K +11,503 New
BCM
14
Bridgeway Capital Management
Texas
$50K +$43.4K +10,500 New
BlackRock
15
BlackRock
New York
$37K +$32.2K +7,773 New
JP Morgan Chase
16
JP Morgan Chase
New York
$14K
UBS Group
17
UBS Group
Switzerland
$14K +$11.6K +2,813 +2,147%
AG
18
Advisor Group
Arizona
$5K -$1.24K -300 -23%
Morgan Stanley
19
Morgan Stanley
New York
$2K -$4.36K -1,054 -68%
OIA
20
Optimum Investment Advisors
Illinois
$2K
Goldman Sachs
21
Goldman Sachs
New York
-$168K -33,206 Closed
Citadel Advisors
22
Citadel Advisors
Florida
-$52K -10,268 Closed