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SS&C Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
501
Atomi Financial Group
New York
$307K +$15.7K +231 +5%
JFGLC
502
Johnson Financial Group LLC (Colorado)
Colorado
$300K +$72.1K +1,062 +28%
SIA
503
SGL Investment Advisors
Montana
$293K -$18.7K -276 -7%
CIS
504
Custom Index Systems
New York
$292K +$319K +4,702 New
AG
505
Ascent Group
Virginia
$289K +$61.5K +906 +24%
Lido Advisors
506
Lido Advisors
California
$287K +$314K +4,622 New
TC
507
Trust Company
Kansas
$287K +$313K +4,619 New
HP
508
Havemeyer Place
Connecticut
$284K -$528K -7,782 -63%
YCM
509
Yousif Capital Management
Michigan
$280K -$6.92K -102 -2%
OAM
510
Ostrum Asset Management
France
$276K
EWM
511
Evercore Wealth Management
New York
$274K
HighTower Advisors
512
HighTower Advisors
Illinois
$273K +$27.8K +410 +10%
DAS
513
Dynamic Advisor Solutions
Arizona
$270K -$43.6K -642 -13%
TCOV
514
Trust Company of Vermont
Vermont
$267K +$292K +4,303 New
AWA
515
Aaron Wealth Advisors
Illinois
$265K -$12.4K -183 -4%
PI
516
PFG Investments
New York
$265K +$290K +4,276 New
DS
517
DRW Securities
Illinois
$259K -$611K -9,000 -68%
IIC
518
Integrated Investment Consultants
Michigan
$253K -$143K -2,109 -34%
MM
519
MQS Management
New York
$253K -$96.2K -1,418 -26%
AWM
520
Apollon Wealth Management
South Carolina
$248K +$272K +4,004 New
MFAM
521
Motley Fool Asset Management
Virginia
$248K -$2.38K -35 -0.9%
CFG
522
Citizens Financial Group
Rhode Island
$248K +$271K +3,990 New
IIC
523
Ironwood Investment Counsel
Arizona
$244K
DILIC
524
Dai-ichi Life Insurance Company
Japan
$236K +$52.3K +771 +25%
NB
525
Nicolet Bankshares
Wisconsin
$235K