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ALGN

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
526
Ballentine Partners
Massachusetts
$352K +$19.7K +66 +7%
NL
527
NVWM LLC
Pennsylvania
$351K -$127K -425 -29%
GH
528
GAM Holding
Switzerland
$342K -$277K -928 -48%
CFA
529
Carroll Financial Associates
North Carolina
$342K -$104K -350 -26%
SWA
530
SFMG Wealth Advisors
Texas
$342K – – –
BTNA
531
Bremer Trust National Association
Minnesota
$339K +$30.4K +102 +11%
SFA
532
Sequoia Financial Advisors
Ohio
$328K -$12.8K -43 -4%
IWC
533
Integrated Wealth Concepts
Massachusetts
$322K +$282K +947 New
1WA
534
180 Wealth Advisors
Washington
$321K -$3.88K -13 -1%
SS
535
Simplicity Solutions
Minnesota
$315K +$10.1K +34 +4%
MPM
536
Meritage Portfolio Management
Kansas
$310K – – –
TCOV
537
Trust Company of Vermont
Vermont
$309K – – –
GC
538
Globeflex Capital
California
$308K – – –
PP
539
Prudential plc
United Kingdom
$308K – – –
TAM
540
Tocqueville Asset Management
New York
$308K – – –
BOH
541
Bank of Hawaii
Hawaii
$306K +$267K +895 New
PI
542
Putnam Investments
Massachusetts
$303K -$33.7K -113 -11%
IA
543
IFP Advisors
Florida
$302K -$3.3M -11,077 -93%
EWM
544
Endurance Wealth Management
Rhode Island
$302K – – –
MC
545
MIG Capital
California
$294K +$256K +859 New
CPH
546
C Partners Holding
Switzerland
$293K +$1.79K +6 +0.7%
WP
547
WealthPLAN Partners
Nebraska
$292K -$155K -518 -38%
CB
548
Commerce Bank
Missouri
$292K +$254K +852 New
CT
549
Coastline Trust
Rhode Island
$291K – – –
DCM
550
Dupont Capital Management
Delaware
$288K -$498K -1,669 -66%
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