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Align Technology
ALGN

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
701
Keudell/Morrison Wealth Management
Oregon
– -$209K -762 Closed
FPS
702
Fieldpoint Private Securities
Connecticut
– -$208K -758 Closed
KPW
703
Kore Private Wealth
New York
– -$105K -384 Closed
BFIM
704
Beese Fulmer Investment Management
Ohio
– -$82K -300 Closed
HFA
705
Hoover Financial Advisors
Pennsylvania
– -$55K -200 Closed
NIT
706
NumerixS Investment Technologies
British Columbia, Canada
– -$55K -200 Closed
BFEC
707
Benjamin F. Edwards & Company
Missouri
– -$30K -111 Closed
HIIFS
708
Harel Insurance Investments & Financial Services
Israel
– -$30K -109 Closed
LFG
709
Larson Financial Group
Missouri
– -$27K -100 Closed
CWP
710
CFM Wealth Partners
Texas
– -$27K -98 Closed
PA
711
Procyon Advisors
Connecticut
– -$20K -74 Closed
BL
712
Balentine LLC
Georgia
– -$14K -51 Closed
TC
713
Truvestments Capital
Florida
– -$9K -36 Closed
CA
714
Centerpoint Advisors
Massachusetts
– -$6K -23 Closed
ACA
715
Atlas Capital Advisors
Wyoming
– -$5.49K -20 Closed
EWP
716
Engrave Wealth Partners
Texas
– -$5K -20 Closed
RDWM
717
Red Door Wealth Management
Tennessee
– -$5K -20 Closed
FANJ
718
Financial Architects (New Jersey)
New Jersey
– -$5K -19 Closed
WAMC
719
Western Asset Management Company
California
– -$5K -17 Closed
LWA
720
Lenox Wealth Advisors
New York
– -$2K -6 Closed
KCM
721
Kathmere Capital Management
Pennsylvania
– +$305 +1 New
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