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SS&C Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
376
Creative Planning
Kansas
$355K +$8.53K +148 +2%
BAM
377
Blueshift Asset Management
New Jersey
$350K +$357K +6,190 New
Baird Financial Group
378
Baird Financial Group
Wisconsin
$347K +$354K +6,145 New
NWA
379
New World Advisors
Massachusetts
$342K – – –
VIA
380
Vident Investment Advisory
Georgia
$339K +$78.9K +1,369 +30%
SAM
381
Shell Asset Management
Netherlands
$337K – – –
MHS
382
M Holdings Securities
Oregon
$334K +$865 +15 +0.3%
VNA
383
Valley National Advisers
Pennsylvania
$329K -$15.6K -271 -4%
BCI
384
Brinker Capital Investments
Pennsylvania
$327K +$334K +5,793 New
OPS
385
Orion Portfolio Solutions
Nebraska
$327K +$334K +5,793 New
TMAM
386
Tokio Marine Asset Management
Japan
$322K +$53.8K +933 +20%
DAS
387
Dynamic Advisor Solutions
Arizona
$319K +$325K +5,641 New
DGAM
388
Desjardins Global Asset Management
Quebec, Canada
$315K -$56.2K -975 -15%
NAM
389
NorthCrest Asset Manangement
Minnesota
$307K +$314K +5,440 New
LNC
390
Lincoln National Corp
Pennsylvania
$307K +$5.36K +93 +2%
EWA
391
Exencial Wealth Advisors
Oklahoma
$306K +$20.9K +363 +7%
MYIA
392
Mount Yale Investment Advisors
Colorado
$305K +$312K +5,405 New
FA
393
FDx Advisors
Illinois
$300K – – –
SP
394
Symmetry Partners
Connecticut
$295K – – –
CCM
395
Compton Capital Management
Rhode Island
$294K -$392K -6,800 -57%
9WM
396
9258 Wealth Management
Ohio
$286K +$288 +5 +0.1%
CCM
397
Community Capital Management
Florida
$282K – – –
BMSSC
398
B. Metzler seel. Sohn & Co
Germany
$282K – – –
BFO
399
Boston Family Office
Massachusetts
$274K -$13K -225 -4%
NC
400
NinePointTwo Capital
California
$264K +$270K +4,682 New