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SS&C Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
LIS
676
Legacy Investment Solutions
Idaho
$580 +$550 +7 New
Q1WB
677
Quest 10 Wealth Builders
Virginia
$455 – – –
WCM
678
WealthTrak Capital Management
Virginia
$414 -$786 -10 -67%
PWA
679
Principia Wealth Advisory
Texas
$414 -$79 -1 -17%
RJA
680
Ross\Johnson & Associates
Minnesota
$331 – – –
PWA
681
Physician Wealth Advisors
Utah
$167 – – –
VFM
682
Vision Financial Markets
Connecticut
$167 +$79 +1 +50%
ACA
683
American Capital Advisory
Idaho
$166 -$79 -1 -33%
DFA
684
DHJJ Financial Advisors
Illinois
$166 – – –
HNW
685
High Note Wealth
Minnesota
$166 – – –
BA
686
Bellwether Advisors
Nebraska
$166 +$157 +2 New
TIM
687
Total Investment Management
Arizona
$143 +$157 +2 New
CIA
688
Cape Investment Advisory
Georgia
$83 – – –
TFM
689
TFC Financial Management
Massachusetts
$83 – – –
AWM
690
Activest Wealth Management
Florida
$83 +$79 +1 New
GF
691
Greenhouse Funds
Maryland
– -$77.9M -932,405 Closed
OP
692
Oldfield Partners
United Kingdom
– -$44.2M -528,700 Closed
Select Equity Group
693
Select Equity Group
New York
– -$28.5M -340,655 Closed
SSP
694
Sixth Street Partners
Texas
– -$25.5M -305,000 Closed
Point72 Asset Management
695
Point72 Asset Management
Connecticut
– -$24.9M -298,404 Closed
JG
696
Jain Global
New York
– -$20M -239,886 Closed
BBVA
697
Banco Bilbao Vizcaya Argentaria
Spain
– -$17.7M -211,916 Closed
TC
698
TwinBeech Capital
New York
– -$12.1M -144,992 Closed
FCM
699
Fieldview Capital Management
Michigan
– -$5.35M -64,047 Closed
PI
700
PGGM Investments
Netherlands
– -$4.61M -55,235 Closed