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Align Technology
ALGN

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
501
Congress Wealth Management
Massachusetts
$655K -$126K -259 -15%
NSEDCP
502
NJ State Employees Deferred Compensation Plan
New Jersey
$654K – – –
ZIC
503
ZWJ Investment Counsel
Georgia
$654K – – –
WT
504
Whittier Trust
California
$651K +$333K +685 +85%
NIMI
505
Natixis Investment Managers International
France
$647K +$533K +1,095 +281%
HCM
506
HMS Capital Management
Tennessee
$640K +$47.7K +98 +7%
PFG
507
Peterson Financial Group
Iowa
$640K +$85.2K +175 +14%
FWM
508
Foresight Wealth Management
Utah
$636K -$2.43K -5 -0.3%
BLC
509
Brown, Lisle/Cummings
Rhode Island
$632K – – –
GIA
510
Gateway Investment Advisers
Ohio
$616K +$181K +372 +36%
HCM
511
Howland Capital Management
Massachusetts
$613K – – –
CC
512
Centiva Capital
New York
$610K -$196K -403 -22%
GF
513
Gabelli Funds
New York
$610K – – –
SPC
514
Sigma Planning Corp
Michigan
$608K -$7.3K -15 -1%
PCS
515
Personal CFO Solutions
New Jersey
$607K +$54.5K +112 +9%
CANY
516
Caxton Associates (New York)
New York
$604K +$454K +933 +206%
EF
517
Empirical Finance
Pennsylvania
$603K +$71.5K +147 +12%
BFS
518
Bradley Foster & Sargent
Connecticut
$599K -$24.3K -50 -4%
CIS
519
Continental Investors Services
Washington
$588K – – –
CI
520
Cigna Investments
Connecticut
$584K -$175K -360 -21%
CF
521
Copperwynd Financial
Arizona
$575K +$67.2K +138 +12%
IWS
522
Insight Wealth Strategies
California
$570K +$32.6K +67 +5%
VI
523
Versor Investments
New York
$569K +$636K +1,306 New
EMG
524
ETF Managers Group
New Jersey
$567K +$10.2K +21 +2%
PM
525
Parametrica Management
Hong Kong
$566K -$414K -850 -40%
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