Valmark Advisers, Inc.

Position in CLPT — ClearPoint Neuro, Inc.

CIK 1380443 AKRON, OH

Position in CLPT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$327,399

New position

Shares Held

18,352

first reported quarter

Ownership

0.060%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#55

of 127 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Valmark Advisers, Inc. holds $3,876,577 across 6 Medical Devices names. CLPT ranks #5 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	16,344	$1,483,054
2	SYK	Stryker Corp	2,445	$769,783
3	EW	Edwards Lifesciences Corp	6,248	$565,194
4	MDT	Medtronic plc	5,637	$440,982
5	CLPT	ClearPoint Neuro, Inc. This page	18,352	$327,399
6	STE	STERIS plc	1,378	$290,165

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$327,399	18,352	—	Shares	Sole	2026-08-06
No filing history on record for this holder in this stock.