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SS&C Technologies
SSNC

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
401
Boston Family Office
Massachusetts
$264K -$298K -5,881 -54%
9WM
402
9258 Wealth Management
Ohio
$263K +$253 +5 +0.1%
EWA
403
Exencial Wealth Advisors
Oklahoma
$263K +$40.1K +791 +19%
CCM
404
Community Capital Management
Florida
$260K -$634K -12,500 -71%
BMSSC
405
B. Metzler seel. Sohn & Co
Germany
$260K – – –
AIM
406
Anchor Investment Management
South Carolina
$258K -$20.8K -410 -8%
TMAM
407
Tokio Marine Asset Management
Japan
$248K +$17.9K +354 +8%
FB
408
Fulton Bank
Pennsylvania
$246K +$239K +4,720 New
MFAM
409
Motley Fool Asset Management
Virginia
$242K -$18.4K -364 -7%
VIA
410
Vident Investment Advisory
Georgia
$241K +$235K +4,637 New
AC
411
Avestar Capital
New York
$240K -$85.6K -1,689 -27%
CIC
412
Cornercap Investment Counsel
Georgia
$239K -$2.87M -56,725 -93%
SAM
413
Sawgrass Asset Management
Florida
$238K -$608K -11,987 -72%
MIM
414
MetLife Investment Management
New Jersey
$237K -$1.52K -30 -0.7%
PAS
415
Park Avenue Securities
New York
$234K -$18.9K -373 -8%
IIC
416
Integrated Investment Consultants
Michigan
$223K +$218K +4,292 New
YCM
417
Yousif Capital Management
Michigan
$222K +$216K +4,267 New
CFG
418
Cooper Financial Group
California
$221K +$215K +4,248 New
S
419
SignatureFD
Georgia
$221K +$110K +2,171 +105%
AAP
420
Arax Advisory Partners
Colorado
$219K +$35.4K +699 +20%
PTC
421
Petrus Trust Company
Texas
$216K +$210K +4,146 New
SIG
422
Sky Investment Group
Connecticut
$211K +$205K +4,050 New
BCV
423
Banque Cantonale Vaudoise
Switzerland
$209K – – –
BFG
424
Bleakley Financial Group
New Jersey
$208K +$203K +3,997 New
PVH
425
Psagot Value Holdings
Israel
$208K – – –
15 16
17
18 19