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Align Technology
ALGN

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
526
Greenleaf Trust
Michigan
$560K +$29.9K +54 +6%
WWM
527
Western Wealth Management
Colorado
$560K +$217K +393 +61%
AAM
528
Azzad Asset Management
Virginia
$559K +$318K +575 +126%
HIS
529
Harvest Investment Services
Illinois
$556K +$568K +1,028 New
FIM
530
Fernwood Investment Management
Massachusetts
$555K – – –
LNWWM
531
Laird Norton Wetherby Wealth Management
California
$554K -$142K -256 -20%
VF
532
Virtu Financial
New York
$553K +$564K +1,021 New
HIM
533
Hillsdale Investment Management
Ontario, Canada
$550K +$11.1K +20 +2%
TSW
534
Thompson Siegel & Walmsley
Virginia
$549K +$554K +1,003 +10,030%
NA
535
Navellier & Associates
Nevada
$547K -$2.21K -4 -0.4%
SG
536
Stonnington Group
California
$545K +$549K +994 New
RHBC
537
R.H. Bluestein & Co
Michigan
$542K – – –
SWA
538
SFMG Wealth Advisors
Texas
$542K – – –
GA
539
Greytown Advisors
Florida
$540K +$37K +67 +7%
GIA
540
Gateway Investment Advisers
Ohio
$539K -$17.7K -32 -3%
QCM
541
Quantinno Capital Management
New York
$537K – – –
BAM
542
Belpointe Asset Management
Nevada
$532K -$59.7K -108 -10%
CFA
543
Carroll Financial Associates
North Carolina
$526K -$161K -291 -23%
CF
544
Copperwynd Financial
Arizona
$523K -$61.4K -111 -10%
CA
545
Callahan Advisors
Texas
$521K -$76.3K -138 -13%
GTCM
546
Gyon Technologies Capital Management
New Jersey
$513K +$524K +948 New
CI
547
Conning Inc
Connecticut
$512K -$44.2K -80 -8%
IIM
548
Ironwood Investment Management
Massachusetts
$509K -$6.63K -12 -1%
CCA
549
Checchi Capital Advisers
California
$501K -$14.4K -26 -3%
BRWA
550
B. Riley Wealth Advisors
Florida
$500K +$298K +539 +140%
20 21
22
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