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Procept Biorobotics
PRCT

Name Holding Trade Value Shares
Change 		Change in
Stake
SHIM
251
Stone House Investment Management
Pennsylvania
$2.91K +$3.41K +50 New
WIM
252
Westside Investment Management
California
$2.91K +$3.41K +50 New
SCM
253
Sterling Capital Management
North Carolina
$2.68K – – –
SO
254
Sierra Ocean
California
$2.68K +$3.14K +46 New
BIA
255
Bell Investment Advisors
California
$2.51K – – –
AF
256
Allworth Financial
California
$2.37K -$341 -5 -10%
AAP
257
Arax Advisory Partners
Colorado
$2.21K -$273 -4 -10%
WA
258
WPG Advisers
Maryland
$2.16K -$1.64K -24 -39%
LSA
259
Leonteq Securities AG
Switzerland
$2.11K – – –
IBOK
260
Independence Bank of Kentucky
Kentucky
$2.1K – – –
CIAM
261
Caitong International Asset Management
Hong Kong
$1.98K +$2.32K +34 New
MPWT
262
MassMutual Private Wealth & Trust
Connecticut
$1.75K -$4.98K -73 -71%
DRP
263
Decker Retirement Planning
Utah
$1.75K +$2.05K +30 New
QCG
264
Quadrant Capital Group
Ohio
$1.63K -$3.55K -52 -65%
GWM
265
Geneos Wealth Management
Colorado
$1.51K – – –
FFA
266
Farther Finance Advisors
California
$1.37K +$751 +11 +85%
CFD
267
Creative Financial Designs
Indiana
$932 +$1.09K +16 New
LFG
268
Larson Financial Group
Missouri
$874 – – –
SC
269
Stephens Consulting
Michigan
$874 +$1.02K +15 New
WTC
270
WhitTier Trust Company
Nevada
$815 – – –
CA
271
Continuum Advisory
Idaho
$699 – – –
HNB
272
Huntington National Bank
Ohio
$641 – – –
TCM
273
TD Capital Management
Tennessee
$641 +$751 +11 New
PFBT
274
Parkside Financial Bank & Trust
Missouri
$583 +$683 +10 New
PPC
275
Park Place Capital
Alabama
$466 – – –
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