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Insulet

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
401
Sax Wealth Advisors
New Jersey
$682K -$176K -700 -23%
HWM
402
HB Wealth Management
Georgia
$676K +$217K +864 +37%
SFA
403
Sequoia Financial Advisors
Ohio
$673K +$171K +681 +27%
MFS
404
Mirabella Financial Services
United Kingdom
$671K +$606K +2,411 +306%
NMERB
405
New Mexico Educational Retirement Board
New Mexico
$671K
CGH
406
Crossmark Global Holdings
Texas
$659K -$32.2K -128 -4%
NG
407
Norden Group
Utah
$650K -$129K -515 -14%
Allspring Global Investments
408
Allspring Global Investments
North Carolina
$649K +$2.76K +11 +0.4%
BHC
409
Bull Harbor Capital
Maryland
$645K +$773K +3,076 New
WW
410
Winnow Wealth
Texas
$617K -$31.7K -126 -4%
GI
411
GAMMA Investing
California
$613K -$79.7K -317 -10%
PCA
412
Pallas Capital Advisors
Massachusetts
$609K +$457K +1,817 +168%
IIM
413
Intact Investment Management
Quebec, Canada
$609K +$729K +2,900 New
MSE
414
MUFG Securities EMEA
United Kingdom
$606K
NW
415
NewEdge Wealth
Pennsylvania
$605K -$169K -672 -19%
EF
416
Empowered Funds
Pennsylvania
$604K +$200K +795 +38%
KIA
417
Knollwood Investment Advisory
Maryland
$602K
IA
418
Inspire Advisors
Idaho
$598K +$204K +811 +40%
AFP
419
Ausdal Financial Partners
Iowa
$589K -$451K -1,795 -39%
MCM
420
MAI Capital Management
Ohio
$586K +$315K +1,255 +82%
Vontobel Holding
421
Vontobel Holding
Switzerland
$586K -$26.9K -107 -4%
NAAA
422
New Age Alpha Advisors
New York
$580K -$273K -1,086 -28%
SP
423
Symmetry Partners
Connecticut
$572K -$38.5K -153 -5%
AWM
424
Angeles Wealth Management
California
$572K +$34.2K +136 +5%
NA
425
NewEdge Advisors
Louisiana
$571K -$173K -690 -20%