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SS&C Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
Credit Agricole
426
Credit Agricole
France
$545K -$4.19M -54,528 -87%
IWC
427
Integrated Wealth Concepts
Massachusetts
$543K +$618K +8,038 New
TC
428
Truvestments Capital
Florida
$541K -$57.4K -746 -9%
Baird Financial Group
429
Baird Financial Group
Wisconsin
$539K -$11.1K -144 -2%
TWP
430
Triad Wealth Partners
Kansas
$537K +$19.1K +249 +3%
SSWM
431
Sheets Smith Wealth Management
North Carolina
$537K +$611K +7,947 New
SFA
432
Sequoia Financial Advisors
Ohio
$537K -$481K -6,252 -44%
ERIC
433
Eagle Rock Investment Company
Georgia
$520K -$136K -1,770 -19%
CIP
434
Cornerstone Investment Partners
Georgia
$519K +$16.2K +211 +3%
PS
435
Principal Securities
Iowa
$514K +$40.3K +524 +7%
JSAM
436
J. Safra Asset Management
New York
$509K +$72.7K +945 +14%
AF
437
Avanza Fonder
Sweden
$505K +$9.69K +126 +2%
GIM
438
Groesbeck Investment Management
New Jersey
$505K
CFO
439
Callan Family Office
Pennsylvania
$502K +$28.8K +375 +5%
AC
440
Aristeia Capital
Connecticut
$500K +$131K +1,704 +30%
WA
441
Waverly Advisors
Alabama
$498K -$9.22K -120 -2%
SL
442
Sentinus LLC
Illinois
$485K +$41.4K +539 +8%
WKWM
443
Walter & Keenan Wealth Management
Indiana
$479K +$1.31K +17 +0.2%
DA
444
Denali Advisors
California
$473K -$53.8K -700 -9%
MFG
445
Merit Financial Group
Georgia
$460K -$93.4K -1,215 -15%
BMSSC
446
B. Metzler seel. Sohn & Co
Germany
$458K
M&T Bank
447
M&T Bank
New York
$452K +$21.8K +283 +4%
PMA
448
Prudent Man Advisors
Illinois
$448K +$178K +2,312 +54%
ASN
449
Advisory Services Network
Georgia
$445K +$147K +1,913 +41%
LWAM
450
Legacy Wealth Asset Management
Minnesota
$437K -$127K -1,648 -20%