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ALGN

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
601
Basepoint Wealth
Iowa
$6.17K +$6.31K +36 New
MAS
602
MPWM Advisory Solutions
Georgia
$6K – – –
CAL
603
Capital Advisors Ltd
Ohio
$6K +$350 +2 +6%
DIP
604
DT Investment Partners
Pennsylvania
$5.83K – – –
SWM
605
Spire Wealth Management
Virginia
$5.49K -$4.91K -28 -47%
RFS
606
Richardson Financial Services
Massachusetts
$5.49K +$5.61K +32 New
PWPS
607
Pinnacle Wealth Planning Services
Ohio
$5.23K +$1.4K +8 +35%
MFP
608
Meramec Financial Planners
Missouri
$5.17K – – –
WA
609
WPG Advisers
Maryland
$5.14K +$1.05K +6 +25%
LI
610
LRI Investments
Florida
$5.14K +$5.25K +30 New
BT
611
Banque Transatlantique
France
$5.01K – – –
S
612
Sachetta
Massachusetts
$4.97K +$2.45K +14 +93%
KG
613
Kilter Group
New York
$4.8K -$701 -4 -13%
PWA
614
Physician Wealth Advisors
Utah
$4.8K +$1.93K +11 +65%
MMCM
615
Murphy & Mullick Capital Management
New York
$4.8K -$876 -5 -15%
SEP
616
Signature Equity Partners
Ohio
$4.8K +$4.38K +25 +833%
BC
617
Barrett & Company
Rhode Island
$4.46K – – –
CPG
618
Cornerstone Planning Group
New Jersey
$4.39K +$2.28K +13 +100%
BGAI
619
Bruce G. Allen Investments
Colorado
$4.11K -$175 -1 -4%
BLC
620
Brown, Lisle/Cummings
Rhode Island
$4.11K +$4.2K +24 New
FFO
621
Fortitude Family Office
Arizona
$3.77K +$3.33K +19 +633%
PWMG
622
Prestige Wealth Management Group
New Jersey
$3.6K – – –
EWP
623
Elevation Wealth Partners
California
$3.6K +$1.23K +7 +50%
FNWA
624
Financial Network Wealth Advisors
Utah
$3.43K – – –
SWP
625
Strategic Wealth Partners
Ohio
$3.43K – – –
23 24
25
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