We are live on ! Find out more
SSNC icon

SS&C Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
201
Creative Planning
Kansas
$53K +$50.7K +1,506 New
MI
202
Markston International
New York
$50K
FPFS
203
First Personal Financial Services
North Carolina
$46K
Citigroup
204
Citigroup
New York
$42K -$6.42M -190,929 -99%
EWM
205
Evercore Wealth Management
New York
$36K
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$34K +$168 +5 +0.5%
Group One Trading
207
Group One Trading
Illinois
$32K -$581K -17,281 -95%
MSFP
208
Mark Sheptoff Financial Planning
Connecticut
$28K +$34 +1 +0.1%
LTFS
209
Ladenburg Thalmann Financial Services
Florida
$16K +$4.24K +126 +37%
Nisa Investment Advisors
210
Nisa Investment Advisors
Missouri
$11K -$9.76K -290 -48%
TRCT
211
Tower Research Capital (TRC)
New York
$11K -$202 -6 -2%
Federated Hermes
212
Federated Hermes
Pennsylvania
$11K +$10.3K +305 New
PCP
213
Proficio Capital Partners
Massachusetts
$10K +$8.81K +262 New
LF
214
Lee Financial
Texas
$8K
IUHSA
215
Itau Unibanco Holding S.A.
Brazil
$8K +$7.2K +214 New
HIIFS
216
Harel Insurance Investments & Financial Services
Israel
$7K
US Bancorp
217
US Bancorp
Minnesota
$6K -$24.5K -728 -80%
GIC
218
GFI Investment Counsel
Ontario, Canada
$5K -$14.6M -435,022 -100%
GT
219
Glenmede Trust
Pennsylvania
$5K
PA
220
Parallel Advisors
California
$5K +$4.27K +127 New
AssetMark Inc
221
AssetMark Inc
California
$4K -$101 -3 -3%
ACS
222
Archford Capital Strategies
Illinois
$3K
ASN
223
Advisory Services Network
Georgia
$3K +$2.69K +80 New
PHK
224
Point72 Hong Kong
Hong Kong
$1K -$1.11K -33 -59%
WA
225
WFG Advisors
Texas
$1K