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Insulet

Name Holding Trade Value Shares
Change
Change in
Stake
WMA
351
Wealth Management Associates
New Jersey
$331K +$305K +1,243 New
WI
352
WrapManager Inc
California
$325K +$299K +1,219 New
FFA
353
First Foundation Advisors
California
$316K +$63.6K +259 +28%
ECM
354
Element Capital Management
New York
$305K +$281K +1,144 New
CG
355
Caprock Group
Idaho
$302K -$55.5K -226 -17%
KeyBank National Association
356
KeyBank National Association
Ohio
$300K -$376K -1,534 -58%
AWM
357
Axxcess Wealth Management
California
$295K +$24.8K +101 +10%
AWA
358
Arkadios Wealth Advisors
Georgia
$295K +$73.1K +298 +37%
CAM
359
Cresset Asset Management
Illinois
$293K +$16.7K +68 +7%
BAM
360
Berkshire Asset Management
Pennsylvania
$293K +$270K +1,099 New
Nisa Investment Advisors
361
Nisa Investment Advisors
Missouri
$286K -$158K -644 -37%
FFA
362
Founders Financial Alliance
North Carolina
$285K -$26.8K -109 -9%
PP
363
Prudential plc
United Kingdom
$285K +$263K +1,070 New
SI
364
Sofinnova Investments
California
$284K – – –
ML
365
McAdam LLC
Pennsylvania
$279K +$245 +1 +0.1%
ZCA
366
Zeke Capital Advisors
Pennsylvania
$279K +$56K +228 +28%
IRF
367
IBM Retirement Fund
New York
$277K -$14.7K -60 -5%
WE
368
Wealth Effects
Massachusetts
$277K +$255K +1,040 New
YCM
369
Yousif Capital Management
Michigan
$272K +$4.91K +20 +2%
PFO
370
Pathstone Family Office
New Jersey
$268K -$112K -458 -31%
DP
371
Dearborn Partners
Illinois
$266K – – –
LWCFA
372
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$266K – – –
GAM
373
Gotham Asset Management
New York
$266K +$245K +998 New
JHP
374
James Hambro & Partners
United Kingdom
$256K -$34.4K -140 -13%
C
375
Certuity
Florida
$252K +$232K +946 New