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Align Technology

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
626
Endurance Wealth Management
Rhode Island
$427K -$12.9K -20 -3%
NB
627
Nicolet Bankshares
Wisconsin
$427K
MGP
628
Metis Global Partners
California
$421K +$412K +641 New
AHC
629
Adell Harriman & Carpenter
Texas
$412K +$144K +224 +56%
WANY
630
Wealthspire Advisors (New York)
New York
$407K +$398K +619 New
CCM
631
Coldstream Capital Management
Washington
$406K +$397K +618 New
CCA
632
Column Capital Advisors
Indiana
$405K -$88.7K -138 -18%
MPPLM
633
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$405K +$6.43K +10 +2%
CRC
634
Curi RMB Capital
Illinois
$402K -$111K -172 -22%
SWP
635
Stratos Wealth Partners
Ohio
$402K +$69.4K +108 +21%
Cerity Partners
636
Cerity Partners
New York
$401K +$386K +601 New
GIM
637
Groesbeck Investment Management
New Jersey
$394K
BHCM
638
Boulder Hill Capital Management
New York
$394K +$386K +600 New
CI
639
Conning Inc
Connecticut
$390K -$86.2K -134 -18%
CG
640
Caprock Group
Idaho
$390K +$77.8K +121 +26%
CIS
641
Continental Investors Services
Washington
$390K +$575K +894 New
TA
642
Tectonic Advisors
Texas
$389K
FFN
643
Focus Financial Network
Minnesota
$386K -$5.14K -8 -1%
CGL
644
Clarius Group LLC
Washington
$386K +$18K +28 +5%
SW
645
SkyOak Wealth
Michigan
$383K -$64.3K -100 -15%
CWM
646
Calamos Wealth Management
Illinois
$381K +$2.57K +4 +0.7%
WMA
647
Wealth Management Associates
New Jersey
$379K
BPWM
648
Badgley Phelps Wealth Managers
Washington
$378K -$30.9K -48 -8%
MWM
649
Meridian Wealth Management
Kentucky
$369K -$2.57K -4 -0.7%
SCA
650
Snowden Capital Advisors
New York
$366K -$753K -1,171 -68%