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SS&C Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
NL
551
NKCFO LLC
Illinois
$70K +$67K +945 New
CPA
552
Capital Performance Advisors
California
$68.3K +$65.2K +920 New
CPBTD
553
Central Pacific Bank - Trust Division
Hawaii
$61.9K -$3.26K -46 -5%
CFM
554
Catalyst Funds Management
Australia
$59.4K +$49.6K +700 +700%
SPIA
555
Steward Partners Investment Advisory
New York
$56.6K +$7.3K +103 +16%
WBC
556
Westpac Banking Corp
Australia
$54.8K -$72.5K -1,023 -58%
VCM
557
Versant Capital Management
Arizona
$53.1K +$851 +12 +2%
VWM
558
Venturi Wealth Management
Texas
$51.1K +$3.26K +46 +7%
1IA
559
1620 Investment Advisors
Massachusetts
$50.2K -$4.61K -65 -9%
SFCL
560
Strengthening Families & Communities LLC
Massachusetts
$50.1K
SAM
561
Smartleaf Asset Management
Massachusetts
$45.7K +$26.7K +377 +156%
Allspring Global Investments
562
Allspring Global Investments
North Carolina
$43.9K +$6.59K +93 +19%
BAM
563
Bellevue Asset Management
Washington
$39.7K +$142 +2 +0.4%
CT
564
Caldwell Trust
Florida
$39.4K -$3.19K -45 -8%
RA
565
Ransom Advisory
Rhode Island
$39K -$3.19K -45 -8%
FA
566
Financial Avengers
California
$37.3K -$9.5K -134 -21%
LFA
567
LGT Financial Advisors
Texas
$36.3K -$34.2K -482 -50%
CAS
568
Coppell Advisory Solutions
Texas
$33.1K +$31.8K +448 New
LC
569
Lindbrook Capital
California
$30.4K +$142 +2 +0.5%
SWM
570
Spire Wealth Management
Virginia
$30.4K
JWA
571
JFS Wealth Advisors
Pennsylvania
$25.6K +$7.66K +108 +46%
GM
572
GeoWealth Management
Illinois
$23.7K +$22.7K +320 New
SIC
573
Salem Investment Counselors
North Carolina
$23K
PFBT
574
Parkside Financial Bank & Trust
Missouri
$22.3K +$3.97K +56 +23%
GXJ
575
Global X Japan
Japan
$22K -$8.22K -116 -28%