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Insulet

Name Holding Trade Value Shares
Change
Change in
Stake
CF
401
Claris Financial
Virginia
$522K +$504K +2,000 New
BFO
402
Boston Family Office
Massachusetts
$496K
STA
403
Summit Trail Advisors
New York
$491K +$474K +1,882 New
GT
404
Greenleaf Trust
Michigan
$473K +$6.8K +27 +2%
NW
405
NewEdge Wealth
Pennsylvania
$467K -$59.4K -236 -12%
VWM
406
Venturi Wealth Management
Texas
$461K +$406K +1,613 +1,047%
WI
407
Wahed Invest
New York
$461K +$17.6K +70 +4%
CFMC
408
Curbstone Financial Management Corp
New Hampshire
$461K
NIP
409
Nicholas Investment Partners
California
$458K
VSQM
410
V-Square Quantitative Management
Illinois
$458K -$60.9K -242 -12%
S
411
SignatureFD
Georgia
$447K -$1.51K -6 -0.3%
KC
412
Katamaran Capital
United Kingdom
$444K +$428K +1,700 New
GFM
413
GF Fund Management
China
$439K +$424K +1,683 New
CCC
414
Chesapeake Capital Corp
Florida
$422K +$407K +1,617 New
BOTPPF
415
Board of the Pension Protection Fund
United Kingdom
$418K +$403K +1,600 New
FGP
416
Freestone Grove Partners
California
$416K +$401K +1,594 New
BP
417
Ballentine Partners
Massachusetts
$411K +$3.27K +13 +0.8%
BFG
418
Bleakley Financial Group
New Jersey
$409K +$16.4K +65 +4%
MFAM
419
Motley Fool Asset Management
Virginia
$406K +$46.6K +185 +13%
HWM
420
HB Wealth Management
Georgia
$400K +$8.56K +34 +2%
Jones Financial Companies
421
Jones Financial Companies
Missouri
$399K +$14.6K +58 +4%
JF
422
Jump Financial
Illinois
$393K +$379K +1,506 New
GLF
423
Groupe la Francaise
France
$393K +$378K +1,500 New
FFN
424
Focus Financial Network
Minnesota
$393K
MCM
425
MAI Capital Management
Ohio
$389K +$26.2K +104 +7%