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SS&C Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
ME
501
McIlrath & Eck
Washington
$325K +$259K +3,040 +450%
KF
502
Krilogy Financial
Missouri
$320K -$9.98K -117 -3%
AW
503
Alteri Wealth
California
$313K -$5.97K -70 -2%
AWA
504
Aaron Wealth Advisors
Illinois
$311K +$304K +3,562 New
AG
505
Ascent Group
Virginia
$311K -$17.1K -200 -5%
BPWM
506
BCS Private Wealth Management
New Jersey
$311K +$303K +3,555 New
NWAG
507
Net Worth Advisory Group
Utah
$308K +$682 +8 +0.2%
Lido Advisors
508
Lido Advisors
California
$308K +$15.9K +187 +6%
Canada Pension Plan Investment Board
509
Canada Pension Plan Investment Board
Ontario, Canada
$306K -$8.53K -100 -3%
CSPIA
510
Cary Street Partners Investment Advisory
Virginia
$305K +$47.7K +559 +19%
MIM
511
MetLife Investment Management
New Jersey
$299K -$8.7K -102 -3%
TG
512
TCW Group
California
$296K +$289K +3,389 New
OCA
513
OpenArc Corporate Advisory
Georgia
$285K +$278K +3,256 New
BPAMU
514
BTG Pactual Asset Management US
New York
$281K +$274K +3,219 New
CIA
515
Concurrent Investment Advisors
Florida
$272K +$266K +3,114 New
SFI
516
Siemens Fonds Invest
Germany
$270K
SAM
517
Sagewood Asset Management
New York
$267K +$260K +3,055 New
GPWM
518
Grant Private Wealth Management
California
$267K
FFP
519
FourThought Financial Partners
Florida
$265K +$16.4K +192 +7%
Mirae Asset Global Investments
520
Mirae Asset Global Investments
South Korea
$263K -$923K -10,830 -78%
MGIA
521
Moneta Group Investment Advisors
Missouri
$262K -$10.3K -121 -4%
Nisa Investment Advisors
522
Nisa Investment Advisors
Missouri
$257K +$219K +2,567 +679%
FFA
523
Farther Finance Advisors
California
$257K +$46.3K +543 +23%
VT
524
Vise Technologies
New York
$254K +$248K +2,910 New
EFG
525
Everhart Financial Group
Ohio
$253K +$246K +2,889 New