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SS&C Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
401
CIBC Private Wealth Group
Georgia
$419K +$181K +2,316 +71%
9WM
402
9258 Wealth Management
Ohio
$414K -$63.9K -818 -13%
NB
403
Nicolet Bankshares
Wisconsin
$408K +$36.4K +465 +9%
Vanguard Personalized Indexing Management
404
Vanguard Personalized Indexing Management
California
$403K -$769K -9,843 -65%
AIM
405
Anchor Investment Management
South Carolina
$402K +$27.8K +356 +7%
LNC
406
Lincoln National Corp
Pennsylvania
$400K +$3.36K +43 +0.8%
NAM
407
NorthCrest Asset Manangement
Minnesota
$398K +$414K +5,300 New
SP
408
Symmetry Partners
Connecticut
$392K
A
409
Astrantus
Cyprus
$390K +$407K +5,200 New
MFAM
410
Motley Fool Asset Management
Virginia
$388K +$395K +5,050 +4,208%
GIA
411
Guyasuta Investment Advisors
Pennsylvania
$387K
GC
412
Globeflex Capital
California
$384K
NICM
413
Neo Ivy Capital Management
New York
$384K +$401K +5,130 New
YMRC
414
Yorktown Management & Research Company
Virginia
$383K
GT
415
Greenleaf Trust
Michigan
$381K +$5.32K +68 +1%
GFPC
416
Global Financial Private Client
Florida
$380K +$22.1K +283 +6%
KAS
417
Kestra Advisory Services
Texas
$373K -$2.19K -28 -0.6%
ALAM
418
Asahi Life Asset Management
Japan
$370K +$385K +4,930 New
MCM
419
MAI Capital Management
Ohio
$359K -$43.3K -554 -10%
YCM
420
Yousif Capital Management
Michigan
$359K +$36K +460 +11%
II
421
Inspire Investing
Idaho
$357K -$13.4K -171 -3%
KPWS
422
Kestra Private Wealth Services
Texas
$357K -$2.19K -28 -0.6%
WJWM
423
Williams Jones Wealth Management
New York
$356K
Loomis, Sayles & Company
424
Loomis, Sayles & Company
Massachusetts
$354K
AssetMark Inc
425
AssetMark Inc
California
$352K +$282K +3,608 +334%