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SS&C Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
FP
576
Financial Perspectives
Minnesota
$45.3K – – –
TWD
577
True Wealth Design
Ohio
$39.6K +$13K +169 +41%
DMBA
578
Deseret Mutual Benefit Administrators
Utah
$37.1K +$19.9K +259 +89%
C
579
Covestor
United Kingdom
$37K -$49.6K -645 -54%
1M
580
1248 Management
Missouri
$36.7K – – –
BAM
581
Bellevue Asset Management
Washington
$36.6K +$154 +2 +0.4%
WCM
582
Winthrop Capital Management
Indiana
$36K +$37.1K +483 +1,098%
IAAG
583
Innovative Asset Advisors Group
Connecticut
$35.3K +$40.2K +523 New
CTC
584
Central Trust Company
Missouri
$34.5K – – –
TFIPS
585
Towarzystwo Funduszy Inwestycyjnych PZU SA
$33.8K – – –
Royal London Asset Management
586
Royal London Asset Management
United Kingdom
$30K -$6.36M -82,681 -99%
SIC
587
Salem Investment Counselors
North Carolina
$27K +$30.8K +400 New
MPWT
588
MassMutual Private Wealth & Trust
Connecticut
$25.6K +$18.4K +239 +171%
CFO
589
CVA Family Office
Colorado
$24.5K +$17.3K +225 +164%
NEWAS
590
N.E.W. Advisory Services
Wisconsin
$23.6K – – –
WT
591
Whittier Trust
California
$23.6K – – –
MWC
592
MBM Wealth Consultants
Missouri
$22.1K +$25.1K +327 New
PTC
593
Private Trust Company
Ohio
$22K -$13.6K -177 -35%
CT
594
Caldwell Trust
Florida
$21.9K – – –
RFP
595
Root Financial Partners
California
$21.7K -$17.8K -231 -42%
QC
596
Quent Capital
New York
$21.5K -$17.7K -230 -42%
RF
597
Rossby Financial
Florida
$19.9K +$3.92K +51 +21%
EF
598
Entrust Financial
Pennsylvania
$19.1K +$5.23K +68 +32%
GKIM
599
GW&K Investment Management
Massachusetts
$19K -$19.1K -248 -47%
JWA
600
JFS Wealth Advisors
Pennsylvania
$18.6K +$384 +5 +2%