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ClearPoint Neuro

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$6.83M -$56.8K -9,542 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.39M +$332K +55,784 +5%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$2.27M +$156K +26,192 +6%
TFCM
4
Taylor Frigon Capital Management
Arizona
$1.77M +$639K +107,441 +44%
Brown Advisory
5
Brown Advisory
Maryland
$1.67M -$1.31K -220 -0.1%
State Street
6
State Street
Massachusetts
$1.64M +$118K +19,900 +6%
CM
7
CM Management
Florida
$1M +$119K +20,000 +11%
Northern Trust
8
Northern Trust
Illinois
$951K -$25.9K -4,349 -2%
CWM
9
Cahill Wealth Management
Michigan
$942K +$15.5K +2,609 +1%
LG
10
Lane Generational
Massachusetts
$750K +$613K +103,019 +220%
Morgan Stanley
11
Morgan Stanley
New York
$595K +$293K +49,156 +71%
PCM
12
Parsons Capital Management
Rhode Island
$532K
Citadel Advisors
13
Citadel Advisors
Florida
$432K -$105K -17,706 -17%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$343K
BCM
15
Bridgeway Capital Management
Texas
$336K +$399K +66,992 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$316K +$11.5K +1,932 +3%
Charles Schwab
17
Charles Schwab
California
$314K
Goldman Sachs
18
Goldman Sachs
New York
$237K +$281K +47,282 New
JP Morgan Chase
19
JP Morgan Chase
New York
$209K -$52.2K -8,770 -17%
UBS Group
20
UBS Group
Switzerland
$198K -$23.7K -3,988 -9%
MC
21
Mayo Clinic
Minnesota
$191K
SAM
22
Silvercrest Asset Management
New York
$179K
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$165K +$168K +28,196 New
Nuveen
24
Nuveen
North Carolina
$159K
LPL Financial
25
LPL Financial
California
$158K +$11.9K +2,000 +7%