We are live on ! Find out more
SSNC icon

SS&C Technologies
SSNC

Name Holding Trade Value Shares
Change 		Change in
Stake
EPIM
601
Evelyn Partners Investment Management
$41.8K – – –
QC
602
Quent Capital
New York
$40.2K +$8.11K +98 +26%
SWM
603
Spire Wealth Management
Virginia
$37K -$1.74K -21 -5%
SW
604
SVB Wealth
Massachusetts
$32.9K +$32.6K +394 New
SIC
605
Salem Investment Counselors
North Carolina
$30.4K +$4.47K +54 +17%
GM
606
GeoWealth Management
Illinois
$30.3K -$260K -3,146 -90%
EC
607
Elequin Capital
New York
$30.1K +$29.8K +360 New
NEWAS
608
N.E.W. Advisory Services
Wisconsin
$29.2K +$29K +350 New
WT
609
Whittier Trust
California
$28.7K +$28.5K +344 New
LFG
610
Larson Financial Group
Missouri
$28.2K +$24.2K +292 +635%
CT
611
Caldwell Trust
Florida
$27.1K – – –
DSC
612
Duncker Streett & Co
Missouri
$25.6K – – –
TFIPS
613
Towarzystwo Funduszy Inwestycyjnych PZU SA
$25.1K +$24.8K +300 New
HWM
614
Hemington Wealth Management
Virginia
$25K +$5.54K +67 +28%
AP
615
Atwood & Palmer
Missouri
$24.9K +$13.7K +166 +126%
PTC
616
Private Trust Company
Ohio
$24.1K +$6.54K +79 +38%
PB
617
Pinnacle Bancorp
Nebraska
$23.6K +$14.2K +172 +155%
HWP
618
Highline Wealth Partners
California
$22.8K +$22.6K +273 New
TRCT
619
Tower Research Capital (TRC)
New York
$21.8K -$329K -3,978 -94%
JWA
620
JFS Wealth Advisors
Pennsylvania
$20.6K – – –
PWAM
621
Private Wealth Asset Management
Iowa
$19.2K +$19K +230 New
CAL
622
Capital Advisors Ltd
Ohio
$18K – – –
CFO
623
CVA Family Office
Colorado
$16K +$2.07K +25 +15%
KIM
624
Kestra Investment Management
Texas
$15.9K -$26.7K -323 -63%
CWC
625
Carolinas Wealth Consulting
North Carolina
$15.5K -$83 -1 -0.5%
23 24
25
26 27