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SS&C Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
DFCM
476
Dark Forest Capital Management
Puerto Rico
$54K +$50.3K +654 New
BAM
477
Bellevue Asset Management
Washington
$51K – – –
EWA
478
EverSource Wealth Advisors
Alabama
$48K +$45.6K +593 New
AS
479
Altshuler Shaham
Israel
$45K +$3.54K +46 +9%
BAM
480
Barrett Asset Management
New York
$45K +$3.85K +50 +10%
QCG
481
Quadrant Capital Group
Ohio
$40K +$10.6K +138 +40%
Carson Wealth (CWM LLC)
482
Carson Wealth (CWM LLC)
Nebraska
$40K +$37.9K +492 New
MAM
483
Mystic Asset Management
Rhode Island
$40K +$38.5K +500 New
C
484
Covestor
United Kingdom
$35K +$32.4K +421 New
NFSG
485
Newbridge Financial Services Group
Florida
$34K +$32K +416 New
RCM
486
Raleigh Capital Management
North Carolina
$33K +$30.8K +400 New
WTA
487
Washington Trust Advisors
Massachusetts
$32K +$30.1K +391 New
BEI
488
Benjamin Edwards Inc
Missouri
$31K +$3.31K +43 +13%
KFP
489
KB Financial Partners
New Jersey
$30K +$28.1K +365 New
SFO
490
Standard Family Office
South Dakota
$30K +$28.6K +372 New
CMF
491
Counterpoint Mutual Funds
California
$28K +$26.5K +344 New
Fifth Third Bancorp
492
Fifth Third Bancorp
Ohio
$25K -$10.4K -135 -31%
SIC
493
Salem Investment Counselors
North Carolina
$25K – – –
SPIA
494
Steward Partners Investment Advisory
New York
$25K – – –
AWMS
495
Advocacy Wealth Management Services
Georgia
$24K – – –
NFG
496
Next Financial Group
Texas
$20K +$2.23K +29 +13%
PCG
497
Private Capital Group
Connecticut
$19K – – –
WT
498
Whittier Trust
California
$19K – – –
CWC
499
Carolinas Wealth Consulting
North Carolina
$17K +$15.7K +204 New
AF
500
Allworth Financial
California
$16K +$15.3K +199 +9,950%