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SS&C Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
501
Meixler Investment Management
Arizona
$295K +$29.4K +355 +11%
UFF
502
USA Financial Formulas
Michigan
$294K +$292K +3,522 New
S
503
SignatureFD
Georgia
$285K +$27.2K +329 +11%
ASN
504
Advisory Services Network
Georgia
$282K -$4.3K -52 -2%
CIBC Private Wealth Group
505
CIBC Private Wealth Group
Georgia
$277K -$158K -1,909 -33%
VF
506
Vest Financial
Virginia
$276K +$274K +3,309 New
PCM
507
Prelude Capital Management
New York
$276K +$274K +3,308 New
WA
508
Wealth Alliance
New York
$276K +$248 +3 +0.1%
GI
509
GAMMA Investing
California
$275K +$45.4K +549 +20%
JSAM
510
J. Safra Asset Management
New York
$274K +$16.5K +199 +6%
CAM
511
Claret Asset Management
Quebec, Canada
$272K -$270K -3,258 Closed
LCGC
512
Legacy Capital Group California
California
$270K +$19.4K +235 +8%
SFA
513
Sequoia Financial Advisors
Ohio
$267K -$17.5K -212 -6%
MAS
514
Meeder Advisory Services
Ohio
$264K +$25.7K +311 +11%
HH
515
Hilltop Holdings
Texas
$263K +$260K +3,146 New
RCAG
516
Rehmann Capital Advisory Group
Michigan
$261K +$4.06K +49 +2%
KCP
517
Kera Capital Partners
California
$259K -$7.78K -94 -3%
GPWM
518
Grant Private Wealth Management
California
$259K -$18.9K -228 -7%
OR
519
Olympiad Research
Connecticut
$258K +$255K +3,084 New
MGIA
520
Moneta Group Investment Advisors
Missouri
$255K +$17.4K +210 +7%
AFGAS
521
Allegiance Financial Group Advisory Services
Virginia
$249K +$247K +2,986 New
AAIS
522
ABN AMRO Investment Solutions
$248K +$246K +2,970 New
GF
523
Gries Financial
Ohio
$245K +$243K +2,934 New
CSP
524
Cary Street Partners
Virginia
$245K -$132K -1,599 -35%
Northwestern Mutual Wealth Management
525
Northwestern Mutual Wealth Management
Wisconsin
$244K +$25.7K +311 +12%