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ALGN

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
551
Generali Asset Management
Italy
$17.4K – – –
SIC
552
SJS Investment Consulting
Ohio
$17.2K +$5.21K +30 +42%
GIM
553
Groesbeck Investment Management
New Jersey
$17K -$69.4K -400 -80%
NB
554
NBT Bank
New York
$16.9K – – –
OCM
555
Orion Capital Management
California
$16.9K – – –
PWAM
556
Private Wealth Asset Management
Iowa
$15.2K – – –
UOTTAIMCU
557
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$14.7K +$15.1K +87 New
DSC
558
Duncker Streett & Co
Missouri
$14.5K – – –
OCWP
559
Owl Creek Wealth Partners
Colorado
$13.8K -$868 -5 -6%
IFWM
560
Institute for Wealth Management
Colorado
$13.5K +$13.9K +80 New
CA
561
CoreCap Advisors
Michigan
$13.3K -$168K -970 -92%
TFA
562
Transamerica Financial Advisors
Florida
$13.2K +$1.39K +8 +11%
APFP
563
Action Point Financial Planning
Michigan
$12.5K +$13.4K +77 New
CA
564
Clearstead Advisors
Ohio
$12.1K -$209K -1,207 -94%
GWM
565
Geneos Wealth Management
Colorado
$12K – – –
CIS
566
Custom Index Systems
New York
$12K +$12.3K +71 New
MCM
567
Manchester Capital Management
Vermont
$11.8K +$174 +1 +1%
AIM
568
Anchor Investment Management
South Carolina
$11.5K +$11.8K +68 New
BCM
569
Boreal Capital Management
Florida
$11K – – –
AWM
570
Abound Wealth Management
Tennessee
$10.3K – – –
EF
571
Entrust Financial
Pennsylvania
$9.95K – – –
WFG
572
Wormser Freres Gestion
France
$9.95K – – –
EDRH
573
Edmond de Rothschild Holding
Switzerland
$8.77K – – –
DB
574
Danske Bank
Denmark
$8.43K – – –
BCWM
575
Bartlett & Co Wealth Management
Ohio
$8.43K +$1.74K +10 +25%
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