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Align Technology
ALGN

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
701
Rise Advisors
New York
$4K – – –
CAC
702
Core Alternative Capital
Georgia
$4K +$1.84K +6 +46%
SC
703
Sierra Capital
Florida
$4K +$3.99K +13 +260%
HWA
704
HHM Wealth Advisors
Tennessee
$3K -$38.4K -125 -92%
ADL
705
Asset Dedication LLC
California
$3K -$4.3K -14 -54%
CSB
706
City State Bank
Iowa
$3K – – –
DWA
707
Delos Wealth Advisors
Texas
$3K – – –
NFSG
708
Newbridge Financial Services Group
Florida
$3K – – –
TSW
709
Thompson Siegel & Walmsley
Virginia
$3K – – –
JWA
710
JFS Wealth Advisors
Pennsylvania
$3K +$1.54K +5 +63%
GKIM
711
GW&K Investment Management
Massachusetts
$3K +$2.77K +9 +300%
BC
712
Burleson & Co
California
$3K +$3.38K +11 New
TC
713
Truvestments Capital
Florida
$3K +$3.38K +11 New
CMP
714
Coston McIsaac & Partners
Maine
$3K +$3.69K +12 New
PLU
715
Performa Ltd (US)
South Carolina
$3K +$3.69K +12 New
RCG
716
Rock Creek Group
District of Columbia
$3K +$3.69K +12 New
AA
717
Ancora Advisors
Ohio
$3K +$3.99K +13 New
BCWM
718
Bartlett & Co Wealth Management
Ohio
$2.37K +$3.07K +10 New
KC
719
Knuff & Co
California
$2K -$6.14K -20 -69%
ATC
720
Adirondack Trust Company
New York
$2K – – –
AFG
721
Albion Financial Group
Utah
$2K – – –
MA
722
MCF Advisors
Kentucky
$2K – – –
PMFA
723
Plante Moran Financial Advisors
Michigan
$2K +$614 +2 +40%
CAL
724
Capital Advisors Ltd
Ohio
$2K +$2.15K +7 New
ECG
725
Edge Capital Group
Georgia
$2K +$2.77K +9 New
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