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SS&C Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
426
EARNEST Partners
Georgia
$4K
SIAS
427
Shine Investment Advisory Services
Colorado
$4K
KPW
428
Kore Private Wealth
New York
$4K +$164 +3 +4%
GWS
429
Glassman Wealth Services
Virginia
$4K +$2.45K +45 +214%
HNB
430
Huntington National Bank
Ohio
$4K +$4.31K +79 New
EC
431
Estate Counselors
Wisconsin
$3K -$432K -7,920 -99%
CHA
432
Carmichael Hill & Associates
Maryland
$3K
PA
433
Procyon Advisors
Connecticut
$3K +$2.78K +51 New
CFD
434
Creative Financial Designs
Indiana
$3K +$2.83K +52 New
MPWT
435
MassMutual Private Wealth & Trust
Connecticut
$2K -$14.6K -267 -90%
CCM
436
Copeland Capital Management
Pennsylvania
$2K
ABC
437
Associated Banc-Corp
Wisconsin
$2K +$1.69K +31 New
LC
438
Lindbrook Capital
California
$2K +$2.02K +37 New
CI
439
CX Institutional
Indiana
$2K +$2.13K +39 New
BL
440
Balentine LLC
Georgia
$2K +$2.34K +43 New
OPS
441
Orion Portfolio Solutions
Nebraska
$1K -$7.2K -132 -87%
MIFH
442
Migdal Insurance & Financial Holdings
Israel
$1K -$2.23K -41 -65%
CFA
443
Carroll Financial Associates
North Carolina
$1K
CTC
444
Central Trust Company
Missouri
$1K
FCA
445
FinTrust Capital Advisors
South Carolina
$1K
LWCFA
446
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K
M
447
MOTCO
Texas
$1K
TFO
448
Tarbox Family Office
California
$1K
TFA
449
Toth Financial Advisory
Virginia
$1K +$545 +10 New
EI
450
Ellevest Inc
New York
$1K +$600 +11 New