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SS&C Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
501
Newbridge Financial Services Group
Florida
$22K – – –
CA
502
Crewe Advisors
Utah
$20K +$22.4K +348 New
SPIA
503
Steward Partners Investment Advisory
New York
$19K +$5.14K +80 +33%
JWA
504
JFS Wealth Advisors
Pennsylvania
$18K -$2.51K -39 -11%
SIC
505
Salem Investment Counselors
North Carolina
$18K – – –
GRP
506
Global Retirement Partners
California
$17K +$64 +1 +0.4%
AF
507
Allworth Financial
California
$17K +$7.59K +118 +66%
CWC
508
Carolinas Wealth Consulting
North Carolina
$14K – – –
Jones Financial Companies
509
Jones Financial Companies
Missouri
$14K +$15.2K +237 New
PCG
510
Private Capital Group
Connecticut
$13K – – –
DWP
511
Destiny Wealth Partners
Florida
$13K +$14.9K +231 New
TAM
512
Tucker Asset Management
Colorado
$12.5K – – –
BFEC
513
Benjamin F. Edwards & Company
Missouri
$11K -$50.5K -785 -80%
LFG
514
Larson Financial Group
Missouri
$11K +$11.8K +184 New
WT
515
Whittier Trust
California
$10K -$8.81K -137 -45%
PFS
516
Prospera Financial Services
Texas
$9K -$28.4K -441 -75%
FRA
517
Front Row Advisors
California
$9K -$64 -1 -0.6%
PB
518
Pinnacle Bancorp
Nebraska
$8K – – –
WBC
519
West Branch Capital
Massachusetts
$8K – – –
CBT
520
Central Bank & Trust
Kentucky
$8K +$8.74K +136 New
HIM
521
Hillsdale Investment Management
Ontario, Canada
$7K -$469K -7,300 -98%
GWMI
522
Guardian Wealth Management (Illinois)
Illinois
$7K +$64 +1 +0.8%
NIC
523
Northwest Investment Counselors
Oregon
$6K – – –
HI
524
Harbour Investments
Wisconsin
$6K +$6.11K +95 New
EI
525
Ellevest Inc
New York
$6K +$6.82K +106 New