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Align Technology

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
501
SVA Wealth Management
Wisconsin
$649K -$84.5K -188 -13%
CFGS
502
Concourse Financial Group Securities
Alabama
$649K -$2.25K -5 -0.4%
LP
503
LMR Partners
United Kingdom
$649K +$546K +1,215 New
GFP
504
Gryphon Financial Partners
Ohio
$648K -$34.6K -77 -6%
AFC
505
AFT Forsyth & Company
Florida
$641K
GIA
506
Gladstone Institutional Advisory
Florida
$638K +$57.6K +128 +12%
FIM
507
Freedom Investment Management
Connecticut
$623K +$524K +1,165 New
EI
508
Ethic Inc
New York
$621K +$523K +1,163 New
PF
509
Phoenix Financial
Israel
$621K +$534K +1,188 New
Rockefeller Capital Management
510
Rockefeller Capital Management
New York
$618K +$19.8K +44 +4%
SS
511
Sunbelt Securities
Texas
$613K
CIM
512
Contravisory Investment Management
Massachusetts
$605K -$48.1K -107 -9%
WP
513
WealthShield Partners
North Carolina
$605K +$18.4K +41 +4%
CFSG
514
Community Financial Services Group
Vermont
$600K +$68.3K +152 +16%
CA
515
Callahan Advisors
Texas
$588K
WA
516
Wealth Alliance
New York
$588K +$25.6K +57 +5%
LS
517
Livforsakringsbolaget Skandia
Sweden
$588K +$135K +300 +38%
VAS
518
Vestmark Advisory Solutions
Massachusetts
$584K +$96.7K +215 +25%
BAM
519
Belpointe Asset Management
Nevada
$583K +$293K +652 +149%
CF
520
Copperwynd Financial
Arizona
$576K -$9.07M -20,183 -95%
HVM
521
Harvest Volatility Management
Connecticut
$566K +$476K +1,059 New
CI Investments Inc
522
CI Investments Inc
Ontario, Canada
$565K +$29.2K +65 +7%
S
523
Seeyond
France
$564K +$203K +452 +75%
BFO
524
Boston Family Office
Massachusetts
$553K
KeyBank National Association
525
KeyBank National Association
Ohio
$553K +$20.7K +46 +5%