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Align Technology

Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
701
Independent Solutions Wealth Management
New York
$262K -$9.51K -14 -3%
TFIPS
702
Towarzystwo Funduszy Inwestycyjnych PZU SA
$260K
GCP
703
GSA Capital Partners
United Kingdom
$260K -$493K -726 -65%
CWM
704
Connecticut Wealth Management
Connecticut
$258K +$23.1K +34 +10%
PAI
705
Pittenger & Anderson Inc
Nebraska
$258K +$25.1K +37 +11%
AWM
706
Apollon Wealth Management
South Carolina
$256K -$682K -1,005 -72%
WSFS
707
Wilmington Savings Fund Society
Delaware
$256K
MA
708
Montag & Associates
Georgia
$256K +$261K +385 New
YMRC
709
Yorktown Management & Research Company
Virginia
$253K
IWM
710
IHT Wealth Management
Illinois
$252K -$5.43K -8 -2%
ONB
711
Old National Bancorp
Indiana
$250K -$183K -269 -42%
S
712
SignatureFD
Georgia
$250K +$80.1K +118 +46%
FHA
713
First Horizon Advisors
Tennessee
$250K +$95.8K +141 +59%
PCP
714
Proficio Capital Partners
Massachusetts
$248K +$5.43K +8 +2%
GC
715
Gilbert & Cook
Iowa
$246K +$12.2K +18 +5%
BP
716
Ballentine Partners
Massachusetts
$244K -$6.11K -9 -2%
FWCM
717
Ferguson Wellman Capital Management
Oregon
$242K
TFA
718
Toth Financial Advisory
Virginia
$240K +$244K +360 New
SBIA
719
Sheaff Brock Investment Advisors
Indiana
$239K +$244K +359 New
FANJ
720
Financial Architects (New Jersey)
New Jersey
$238K +$243K +358 New
ST
721
Smithfield Trust
Pennsylvania
$235K
PFA
722
Pinnacle Family Advisors
Missouri
$233K +$238K +350 New
HHGA
723
Halbert Hargrove Global Advisors
California
$232K +$236K +348 New
GL
724
Graypoint LLC
New York
$230K +$235K +346 New
HFP
725
Holistic Financial Partners
Indiana
$230K +$235K +346 New