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SS&C Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
501
International Assets Investment Management
Florida
$5.37K +$5.48K +95 New
VWM
502
Venturi Wealth Management
Texas
$4.97K +$5.07K +88 New
PB
503
Pinnacle Bancorp
Nebraska
$4.97K – – –
RTL
504
Red Tortoise LLC
Georgia
$4.91K – – –
PFBT
505
Parkside Financial Bank & Trust
Missouri
$4.58K – – –
BIA
506
Bell Investment Advisors
California
$4.01K +$519 +9 +15%
EARNEST Partners
507
EARNEST Partners
Georgia
$3.56K – – –
SC
508
Schubert & Co
Texas
$3.44K +$1.38K +24 +65%
SWM
509
Spire Wealth Management
Virginia
$3.22K +$3.29K +57 New
CMP
510
Coston McIsaac & Partners
Maine
$3K – – –
TWA
511
TCI Wealth Advisors
Arizona
$2.94K +$115 +2 +4%
TFM
512
TFC Financial Management
Massachusetts
$2.82K +$2.88K +50 New
CHA
513
Carmichael Hill & Associates
Maryland
$2.77K – – –
BWL
514
Bogart Wealth LLC
Virginia
$2.65K +$1.79K +31 +194%
BCWM
515
Bartlett & Co Wealth Management
Ohio
$2.43K – – –
BAAM
516
Baker Avenue Asset Management
California
$2.31K +$519 +9 +28%
TSW
517
Thompson Siegel & Walmsley
Virginia
$2K -$2.13K -37 -56%
BC
518
Bartlett & Co
Ohio
$2K – – –
MCM
519
Manchester Capital Management
Vermont
$1.98K -$58 -1 -3%
SIC
520
SJS Investment Consulting
Ohio
$1.98K +$519 +9 +35%
DI
521
Disciplined Investments
Oklahoma
$1.81K +$634 +11 +52%
FCA
522
FinTrust Capital Advisors
South Carolina
$1.25K – – –
PTC
523
Private Trust Company
Ohio
$1.24K -$1.09K -19 -46%
MHR
524
Matthew Hamilton Rosenberg
$1.19K – – –
Lazard Asset Management
525
Lazard Asset Management
New York
$1K +$519 +9 +100%