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SS&C Technologies
SSNC

Name Holding Trade Value Shares
Change 		Change in
Stake
FT
451
Fiduciary Trust
Massachusetts
$298K +$38.2K +511 +15%
NWA
452
New World Advisors
Massachusetts
$296K -$56.1K -750 -16%
CPIG
453
Chicago Partners Investment Group
Illinois
$290K +$286K +3,819 New
TCA
454
Transcend Capital Advisors
New Jersey
$290K +$33.7K +451 +13%
MIM
455
MetLife Investment Management
New Jersey
$286K +$748 +10 +0.3%
VI
456
Vestcor Inc
New Brunswick, Canada
$279K -$599 -8 -0.2%
MFAM
457
Motley Fool Asset Management
Virginia
$276K +$21.1K +282 +8%
MIA
458
MeadowBrook Investment Advisors
Michigan
$274K – – –
SSWM
459
Sheets Smith Wealth Management
North Carolina
$273K – – –
CCM
460
Copeland Capital Management
Pennsylvania
$270K +$449 +6 +0.2%
CB
461
Commerce Bank
Missouri
$270K +$6.43K +86 +2%
AC
462
ASB Consultores
Florida
$269K -$101K -1,350 -28%
LSAG
463
Lake Street Advisors Group
New Hampshire
$267K -$5.83K -78 -2%
AC
464
AlphaCore Capital
California
$267K -$13.1K -175 -5%
GM
465
GeoWealth Management
Illinois
$266K +$239K +3,189 +997%
ASN
466
Advisory Services Network
Georgia
$260K -$11.2K -150 -4%
SFA
467
Sequoia Financial Advisors
Ohio
$258K -$38M -508,230 -99%
II
468
Inspire Investing
Idaho
$258K -$32.8K -438 -11%
CM
469
Castleark Management
Illinois
$258K -$450K -6,010 -64%
GPWM
470
Grant Private Wealth Management
California
$252K +$249K +3,326 New
WA
471
Wealth Alliance
New York
$250K +$7.93K +106 +3%
CAM
472
Claret Asset Management
Quebec, Canada
$247K +$1.65K +22 +0.7%
FIA
473
Foundations Investment Advisors
Arizona
$246K +$12.8K +171 +6%
CIA
474
Concurrent Investment Advisors
Florida
$244K +$18.3K +245 +8%
KCP
475
Kera Capital Partners
California
$242K +$239K +3,198 New
17 18
19
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