We are live on ! Find out more
SSNC icon

SS&C Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
551
Aaron Wealth Advisors
Illinois
$204K +$202K +2,445 New
FW
552
FullCircle Wealth
Texas
$203K +$8.03K +97 +4%
FFA
553
Founders Financial Alliance
North Carolina
$202K +$200K +2,422 New
HFM
554
Harvest Fund Management
China
$202K +$200K +2,419 New
ACM
555
Aster Capital Management
United Arab Emirates
$197K +$183K +2,209 New
TIM
556
Tortoise Investment Management
New York
$167K
ACM
557
Adalta Capital Management
New York
$167K +$166K +2,000 New
CSPIA
558
Cary Street Partners Investment Advisory
Virginia
$161K +$35K +423 +28%
AF
559
Allworth Financial
California
$156K +$9.52K +115 +6%
Lazard Asset Management
560
Lazard Asset Management
New York
$142K -$3.47M -41,867 -96%
SAM
561
Smartleaf Asset Management
Massachusetts
$134K +$42.9K +518 +46%
CCM
562
Coldstream Capital Management
Washington
$133K +$132K +1,591 New
FFA
563
Farther Finance Advisors
California
$133K +$36.2K +437 +38%
1IA
564
1620 Investment Advisors
Massachusetts
$128K +$71.8K +867 +131%
CF
565
Corebridge Financial
Texas
$121K -$3.97K -48 -3%
FHA
566
First Horizon Advisors
Tennessee
$120K +$11.1K +134 +10%
Cohen & Steers
567
Cohen & Steers
New York
$117K +$116K +1,400 New
MCM
568
MAI Capital Management
Ohio
$117K +$12.2K +147 +12%
M
569
MOTCO
Texas
$113K
C
570
Covestor
United Kingdom
$112K -$18.5K -223 -14%
TFA
571
Transamerica Financial Advisors
Florida
$110K -$5.46K -66 -5%
AIM
572
Anchor Investment Management
South Carolina
$108K
MWA
573
Medallion Wealth Advisors
Connecticut
$105K
BIG
574
Brooklyn Investment Group
New York
$100K +$19.5K +236 +24%
MMCM
575
Murphy & Mullick Capital Management
New York
$100K