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Align Technology
ALGN

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
501
Laird Norton Wetherby Wealth Management
California
$476K -$19K -55 -3%
RC
502
Roundview Capital
New Jersey
$475K – – –
CNBT
503
Canandaigua National Bank & Trust
New York
$473K -$14.2K -41 -3%
CIP
504
Chartwell Investment Partners
Pennsylvania
$472K +$73.3K +212 +16%
AFG
505
ABLE Financial Group
Arizona
$470K +$532K +1,539 New
VI
506
Vestcor Inc
New Brunswick, Canada
$460K -$86K -249 -14%
NSEDCP
507
NJ State Employees Deferred Compensation Plan
New Jersey
$458K – – –
BSW
508
Buckingham Strategic Wealth
Missouri
$456K +$5.53K +16 +1%
SPC
509
Sigma Planning Corp
Michigan
$453K +$513K +1,484 New
CF
510
Copperwynd Financial
Arizona
$445K -$55.3K -160 -10%
BLC
511
Brown, Lisle/Cummings
Rhode Island
$443K – – –
WS
512
Wedbush Securities
California
$442K +$107K +311 +27%
AG
513
Ascent Group
Virginia
$440K +$812K +2,351 New
TC
514
Telemus Capital
Michigan
$430K -$346 -1 -0.1%
FTDI
515
First Trust Direct Indexing
Massachusetts
$428K +$8.64K +25 +2%
GF
516
Gabelli Funds
New York
$427K -$173K -500 -26%
ITFISA
517
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$427K +$17.3K +50 +4%
HCM
518
Howland Capital Management
Massachusetts
$427K -$3.11K -9 -0.6%
EI
519
Ellevest Inc
New York
$425K -$20.4K -59 -4%
CWM
520
Congress Wealth Management
Massachusetts
$422K -$54.3K -157 -10%
BFG
521
Bleakley Financial Group
New Jersey
$421K -$2.42K -7 -0.5%
SS
522
Simplicity Solutions
Minnesota
$421K -$2.07K -6 -0.4%
LA
523
LBP AM
France
$420K +$476K +1,377 New
PCS
524
Personal CFO Solutions
New Jersey
$419K -$2.07K -6 -0.4%
PAG
525
Private Advisor Group
New Jersey
$418K +$2.42K +7 +0.5%
19 20
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