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SS&C Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
526
Acadian Asset Management
Massachusetts
– -$25K -344 Closed
AS
527
Altshuler Shaham
Israel
– -$16K -219 Closed
AWG
528
Altus Wealth Group
Colorado
– -$9K -124 Closed
SNT
529
Security National Trust
West Virginia
– -$6K -84 Closed
CCA
530
Childress Capital Advisors
Texas
– -$4K -61 Closed
Jones Financial Companies
531
Jones Financial Companies
Missouri
– -$4K -59 Closed
HFS
532
Hantz Financial Services
Michigan
– -$4K -55 Closed
RPWA
533
Regent Peak Wealth Advisors
Georgia
– -$3K -45 Closed
WAM
534
Wolverine Asset Management
Illinois
– -$2K -41 Closed
ABC
535
Associated Banc-Corp
Wisconsin
– -$2K -31 Closed
LWCFA
536
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$2K -22 Closed
BSSFA
537
Baron Silver Stevens Financial Advisors
Florida
– -$1K -20 Closed
PWPS
538
Pinnacle Wealth Planning Services
Ohio
– -$1K -19 Closed
VCG
539
Vantage Consulting Group
Virginia
– -$1K -15 Closed
AssetMark Inc
540
AssetMark Inc
California
– -$1K -9 Closed
M
541
MOTCO
Texas
– -$1K -9 Closed
SIS
542
Sound Income Strategies
Florida
– -$1K -8 Closed
VFA
543
Valeo Financial Advisors
Indiana
– +$270 +4 New
MPWT
544
MassMutual Private Wealth & Trust
Connecticut
– +$405 +6 New