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SS&C Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
NWA
451
New World Advisors
Massachusetts
$296K -$56.1K -750 -16%
CPIG
452
Chicago Partners Investment Group
Illinois
$290K +$286K +3,819 New
TCA
453
Transcend Capital Advisors
New Jersey
$290K +$33.7K +451 +13%
MIM
454
MetLife Investment Management
New Jersey
$286K +$748 +10 +0.3%
VI
455
Vestcor Inc
New Brunswick, Canada
$279K -$599 -8 -0.2%
MFAM
456
Motley Fool Asset Management
Virginia
$276K +$21.1K +282 +8%
MIA
457
MeadowBrook Investment Advisors
Michigan
$274K
SSWM
458
Sheets Smith Wealth Management
North Carolina
$273K
CCM
459
Copeland Capital Management
Pennsylvania
$270K +$449 +6 +0.2%
CB
460
Commerce Bank
Missouri
$270K +$6.43K +86 +2%
AC
461
ASB Consultores
Florida
$269K -$101K -1,350 -28%
LSAG
462
Lake Street Advisors Group
New Hampshire
$267K -$5.83K -78 -2%
AC
463
AlphaCore Capital
California
$267K -$13.1K -175 -5%
GM
464
GeoWealth Management
Illinois
$266K +$239K +3,189 +997%
ASN
465
Advisory Services Network
Georgia
$260K -$11.2K -150 -4%
SFA
466
Sequoia Financial Advisors
Ohio
$258K -$38M -508,230 -99%
II
467
Inspire Investing
Idaho
$258K -$32.8K -438 -11%
CM
468
Castleark Management
Illinois
$258K -$450K -6,010 -64%
GPWM
469
Grant Private Wealth Management
California
$252K +$249K +3,326 New
WA
470
Wealth Alliance
New York
$250K +$7.93K +106 +3%
CAM
471
Claret Asset Management
Quebec, Canada
$247K +$1.65K +22 +0.7%
FIA
472
Foundations Investment Advisors
Arizona
$246K +$12.8K +171 +6%
CIA
473
Concurrent Investment Advisors
Florida
$244K +$18.3K +245 +8%
KCP
474
Kera Capital Partners
California
$242K +$239K +3,198 New
Wellington Management Group
475
Wellington Management Group
Massachusetts
$242K +$12K +161 +5%