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SS&C Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
CG
426
Caprock Group
Idaho
$641K +$122K +1,429 +24%
AIM
427
Alhambra Investment Management
Florida
$638K -$75.1K -881 -11%
RFC
428
Regions Financial Corp
Alabama
$628K -$36.2K -424 -6%
NAM
429
NorthCrest Asset Manangement
Minnesota
$624K +$7.59K +89 +1%
EPW
430
Evolve Private Wealth
California
$620K +$605K +7,096 New
WKWM
431
Walter & Keenan Wealth Management
Indiana
$619K -$683K -8,006 -53%
PS
432
Principal Securities
Iowa
$619K -$56.8K -666 -9%
CFO
433
Callan Family Office
Pennsylvania
$617K +$325K +3,816 +118%
FPAS
434
Focus Partners Advisor Solutions
Missouri
$606K -$294K -3,449 -33%
BMSSC
435
B. Metzler seel. Sohn & Co
Germany
$592K
SL
436
Sentinus LLC
Illinois
$580K +$566K +6,638 New
JSAM
437
J. Safra Asset Management
New York
$576K +$242K +2,842 +76%
FFM
438
Forum Financial Management
Illinois
$566K +$99.3K +1,164 +22%
M&T Bank
439
M&T Bank
New York
$560K +$138K +1,616 +34%
FA
440
Fedenia Advisers
Wisconsin
$559K -$36.3K -426 -6%
VA
441
Vident Advisory
Georgia
$552K -$102K -1,198 -16%
FT
442
Fiduciary Trust
Massachusetts
$539K +$14.8K +173 +3%
QWM
443
Quadcap Wealth Management
Texas
$525K -$10.1K -118 -2%
GI
444
GAMMA Investing
California
$514K +$47.6K +558 +10%
Rockefeller Capital Management
445
Rockefeller Capital Management
New York
$508K +$938 +11 +0.2%
Principal Financial Group
446
Principal Financial Group
Iowa
$504K -$171K -2,009 -26%
SWM
447
Salvus Wealth Management
New Jersey
$502K +$17.1K +200 +4%
AC
448
Aristeia Capital
Connecticut
$498K +$204K +2,396 +73%
KRSITF
449
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$486K
UCFA
450
United Capital Financial Advisors
Texas
$485K +$2.64K +31 +0.6%