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Align Technology
ALGN

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
801
Transamerica Financial Advisors
Florida
$1K +$293 +1 New
SC
802
Solstein Capital
California
$984 – – –
SIS
803
Sound Income Strategies
Florida
$984 – – –
AIM
804
Anchor Investment Management
South Carolina
$984 +$880 +3 New
CWC
805
Carolinas Wealth Consulting
North Carolina
$984 +$880 +3 New
FRA
806
Frank Rimerman Advisors
California
$984 +$880 +3 New
WWP
807
WR Wealth Planners
Missouri
$984 +$880 +3 New
GI
808
Gradient Investments
Minnesota
$656 -$293 -1 -33%
TWD
809
True Wealth Design
Ohio
$656 +$293 +1 +100%
GA
810
GoalVest Advisory
New York
$656 +$587 +2 New
S
811
Sachetta
Massachusetts
$548 – – –
CAC
812
Core Alternative Capital
Georgia
$328 -$5.28K -18 -95%
BGAI
813
Bruce G. Allen Investments
Colorado
$328 -$587 -2 -67%
WA
814
WestEnd Advisors
North Carolina
$328 – – –
ACM
815
Anfield Capital Management
California
$328 +$293 +1 New
HCP
816
Hexagon Capital Partners
Arkansas
$328 +$293 +1 New
RS
817
Rakuten Securities
Japan
$328 +$293 +1 New
FFWA
818
FRG Family Wealth Advisors
Washington
$282 +$293 +1 New
DWM
819
Dogwood Wealth Management
Kansas
$3 – – –
HF
820
HRT Financial
New York
– -$95.8M -349,580 Closed
JAM
821
Jupiter Asset Management
United Kingdom
– -$43.4M -158,566 Closed
QT
822
Quantbot Technologies
New York
– -$8.59M -31,366 Closed
DBG
823
De Burlo Group
Massachusetts
– -$7.91M -25,900 Closed
AT
824
AMF Tjänstepension
Sweden
– -$6.63M -24,197 Closed
HSA
825
Hussman Strategic Advisors
Maryland
– -$4.03M -14,700 Closed
31 32
33
34 35