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SS&C Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
PS
401
Principal Securities
Iowa
$597K +$330K +4,201 +140%
Marshall Wace
402
Marshall Wace
United Kingdom
$595K +$565K +7,190 New
DAS
403
Dynamic Advisor Solutions
Arizona
$588K -$68.2K -868 -11%
CAM
404
Carret Asset Management
New York
$587K
NAM
405
NorthCrest Asset Manangement
Minnesota
$581K -$144K -1,828 -21%
CWP
406
Curated Wealth Partners
California
$575K -$206K -2,615 -27%
WAM
407
Wolverine Asset Management
Illinois
$573K -$88.9K -1,131 -14%
BMSSC
408
B. Metzler seel. Sohn & Co
Germany
$561K
SG
409
Sienna Gestion
France
$550K
Focus Partners Wealth
410
Focus Partners Wealth
Massachusetts
$550K -$214K -2,720 -29%
PCM
411
Perritt Capital Management
Illinois
$550K -$9.83K -125 -2%
M&T Bank
412
M&T Bank
New York
$549K +$10.8K +138 +2%
VA
413
Vident Advisory
Georgia
$543K +$46.1K +586 +10%
DA
414
Denali Advisors
California
$539K -$94.3K -1,200 -16%
SA
415
Sylvest Advisors
Texas
$538K +$99.8K +1,270 +24%
FA
416
Fedenia Advisers
Wisconsin
$528K +$18.4K +234 +4%
LNWWM
417
Laird Norton Wetherby Wealth Management
California
$525K +$499K +6,343 New
UCFA
418
United Capital Financial Advisors
Texas
$493K -$170K -2,164 -27%
KRSITF
419
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$484K -$31.8K -405 -6%
FT
420
Fiduciary Trust
Massachusetts
$480K +$104K +1,318 +29%
EF
421
Empowered Funds
Pennsylvania
$470K +$51.4K +654 +13%
TCOV
422
Trust Company of Vermont
Vermont
$465K
WA
423
Waverly Advisors
Alabama
$460K -$29.2K -372 -6%
FDP
424
Financiere des Professionnels
Quebec, Canada
$453K +$430K +5,469 New
EP
425
Essential Partners
California
$451K +$428K +5,444 New