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Procept Biorobotics
PRCT

Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
226
True Wealth Design
Ohio
$2.3K +$1.83K +73 +252%
MPWT
227
MassMutual Private Wealth & Trust
Connecticut
$2.03K -$5.26K -210 -70%
RIL
228
Rothschild Investment LLC
Illinois
$1.94K -$526 -21 -20%
CA
229
Continuum Advisory
Idaho
$1.87K +$2.08K +83 New
SGFG
230
Silver Grove Financial Group
New York
$1.67K +$1.85K +74 New
BWM
231
Benson Wealth Management
Tennessee
$1.63K – – –
CIA
232
Cape Investment Advisory
Georgia
$1.51K +$1.68K +67 New
SAM
233
Smartleaf Asset Management
Massachusetts
$1.45K – – –
DPW
234
DiNuzzo Private Wealth
Pennsylvania
$1.42K – – –
C
235
Covestor
United Kingdom
$1K +$275 +11 +55%
IBOK
236
Independence Bank of Kentucky
Kentucky
$813 – – –
PPC
237
Park Place Capital
Alabama
$813 +$225 +9 +33%
CA
238
Clearstead Advisors
Ohio
$724 +$801 +32 New
SIC
239
SJS Investment Consulting
Ohio
$655 +$426 +17 +142%
GFA
240
Godfrey Financial Associates
New York
$632 – – –
B
241
Bayban
Minnesota
$452 – – –
PWAM
242
Private Wealth Asset Management
Iowa
$452 – – –
TSMHT
243
Thurston Springer Miller Herd & Titak
Indiana
$451 – – –
CFD
244
Creative Financial Designs
Indiana
$361 – – –
AAS
245
Ameritas Advisory Services
Nebraska
$361 +$401 +16 New
LFG
246
Larson Financial Group
Missouri
$339 -$751 -30 -67%
CJ
247
Caitlin John
Michigan
$339 – – –
EWP
248
Elevation Wealth Partners
California
$159 – – –
CA
249
CoreCap Advisors
Michigan
$158 – – –
TFA
250
Transamerica Financial Advisors
Florida
$90 +$100 +4 New
8 9
10
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