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Align Technology
ALGN

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
551
NBT Bank
New York
$16.9K – – –
OCM
552
Orion Capital Management
California
$16.9K – – –
PWAM
553
Private Wealth Asset Management
Iowa
$15.2K – – –
UOTTAIMCU
554
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$14.7K +$15.1K +87 New
DSC
555
Duncker Streett & Co
Missouri
$14.5K – – –
OCWP
556
Owl Creek Wealth Partners
Colorado
$13.8K -$868 -5 -6%
IFWM
557
Institute for Wealth Management
Colorado
$13.5K +$13.9K +80 New
CA
558
CoreCap Advisors
Michigan
$13.3K -$168K -970 -92%
TFA
559
Transamerica Financial Advisors
Florida
$13.2K +$1.39K +8 +11%
APFP
560
Action Point Financial Planning
Michigan
$12.5K +$13.4K +77 New
CA
561
Clearstead Advisors
Ohio
$12.1K -$209K -1,207 -94%
GWM
562
Geneos Wealth Management
Colorado
$12K – – –
CIS
563
Custom Index Systems
New York
$12K +$12.3K +71 New
MCM
564
Manchester Capital Management
Vermont
$11.8K +$174 +1 +1%
BCM
565
Boreal Capital Management
Florida
$11K – – –
AWM
566
Abound Wealth Management
Tennessee
$10.3K – – –
EF
567
Entrust Financial
Pennsylvania
$9.95K – – –
WFG
568
Wormser Freres Gestion
France
$9.95K – – –
EDRH
569
Edmond de Rothschild Holding
Switzerland
$8.77K – – –
DB
570
Danske Bank
Denmark
$8.43K – – –
BCWM
571
Bartlett & Co Wealth Management
Ohio
$8.43K +$1.74K +10 +25%
BWL
572
Bogart Wealth LLC
Virginia
$8.1K -$521 -3 -6%
FMII
573
Farmers & Merchants Investments Inc
Nebraska
$8.1K – – –
PWMG
574
Private Wealth Management Group
New Jersey
$7.93K – – –
KFAS
575
Keating Financial Advisory Services
Kansas
$7.42K +$1.39K +8 +22%
21 22
23
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