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SS&C Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
476
Wellington Management Group
Massachusetts
$242K +$12K +161 +5%
MIM
477
Meixler Investment Management
Arizona
$241K -$19.5K -261 -8%
FW
478
FullCircle Wealth
Texas
$236K +$200K +2,667 New
JSAM
479
J. Safra Asset Management
New York
$233K +$156K +2,090 +210%
S
480
SignatureFD
Georgia
$233K -$1.12K -15 -0.5%
RCAG
481
Rehmann Capital Advisory Group
Michigan
$233K +$1.2K +16 +0.5%
IFG
482
Independent Financial Group
California
$232K +$374 +5 +0.2%
MGP
483
Metis Global Partners
California
$229K +$15K +200 +7%
PS
484
Principal Securities
Iowa
$228K +$139K +1,864 +163%
LCGC
485
Legacy Capital Group California
California
$228K +$12.3K +164 +6%
VA
486
Vident Advisory
Georgia
$225K +$12.7K +170 +6%
SIA
487
Sovereign Investment Advisors
Arizona
$216K +$213K +2,847 New
MAS
488
Meeder Advisory Services
Ohio
$216K +$213K +2,845 New
AWA
489
Arkadios Wealth Advisors
Georgia
$215K +$213K +2,843 New
MGIA
490
Moneta Group Investment Advisors
Missouri
$215K +$213K +2,841 New
VWM
491
Venturi Wealth Management
Texas
$215K +$161K +2,150 +312%
BFO
492
Boston Family Office
Massachusetts
$215K – – –
HKIMG
493
Hutchens & Kramer Investment Management Group
Indiana
$211K +$1.57K +21 +0.8%
GI
494
GAMMA Investing
California
$208K +$28.8K +385 +16%
SIG
495
Sky Investment Group
Connecticut
$205K – – –
PP
496
Prudential plc
United Kingdom
$204K +$201K +2,692 New
HCA
497
Hyperion Capital Advisors
New York
$202K +$200K +2,672 New
AWS
498
Atria Wealth Solutions
New York
$200K +$198K +2,645 New
GSIS
499
Global Strategic Investment Solutions
Arizona
$200K +$198K +2,643 New
GIA
500
Guyasuta Investment Advisors
Pennsylvania
$200K +$198K +2,642 New