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SS&C Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
WETS
601
Wealth Enhancement Trust Services
South Dakota
$62.7K +$61.1K +717 New
JFA
602
JNBA Financial Advisors
Minnesota
$59.2K
SFCL
603
Strengthening Families & Communities LLC
Massachusetts
$59K
FP
604
Financial Perspectives
Minnesota
$58.6K
RFP
605
Root Financial Partners
California
$48.3K +$7.16K +84 +18%
QC
606
Quent Capital
New York
$47.9K +$8.78K +103 +23%
CPBTD
607
Central Pacific Bank - Trust Division
Hawaii
$47.6K -$6.48K -76 -12%
1M
608
1248 Management
Missouri
$47.5K
BAM
609
Bellevue Asset Management
Washington
$47.1K +$171 +2 +0.4%
CIA
610
Cape Investment Advisory
Georgia
$46.6K +$28.4K +333 +167%
GKIM
611
GW&K Investment Management
Massachusetts
$46K
HNB
612
Huntington National Bank
Ohio
$45.8K +$9.63K +113 +27%
CTC
613
Central Trust Company
Missouri
$44.6K +$7.16K +84 +20%
PTC
614
Private Trust Company
Ohio
$43.9K +$11.3K +133 +36%
EPIM
615
Evelyn Partners Investment Management
$43.7K
TFIPS
616
Towarzystwo Funduszy Inwestycyjnych PZU SA
$43.7K +$17.1K +200 +67%
LGWM
617
Litman Gregory Wealth Management
California
$43.7K +$42.6K +500 New
Fifth Third Bancorp
618
Fifth Third Bancorp
Ohio
$42K +$28.1K +329 +216%
OCM
619
Osterweis Capital Management
California
$41.8K
VSQM
620
V-Square Quantitative Management
Illinois
$37.2K +$36.2K +425 New
TWD
621
True Wealth Design
Ohio
$36.5K +$2.56K +30 +8%
UB
622
UMB Bank
Missouri
$32.2K +$3.92K +46 +14%
NEWAS
623
N.E.W. Advisory Services
Wisconsin
$30.6K
WT
624
Whittier Trust
California
$30.5K
EI
625
EFG International
$28.7K +$28K +328 New