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SS&C Technologies
SSNC

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
501
Ostrum Asset Management
France
$195K -$8.01K -107 -4%
IA
502
IFP Advisors
Florida
$183K +$15.9K +213 +10%
FA
503
Fedenia Advisers
Wisconsin
$174K +$171K +2,292 New
EWA
504
EverSource Wealth Advisors
Alabama
$170K +$53.6K +717 +47%
TIM
505
Tortoise Investment Management
New York
$152K – – –
AF
506
Allworth Financial
California
$151K +$47K +628 +49%
QCG
507
Quadrant Capital Group
Ohio
$140K – – –
HNB
508
Hilltop National Bank
Wyoming
$127K -$11.6K -155 -8%
CFGS
509
Concourse Financial Group Securities
Alabama
$125K – – –
C
510
Covestor
United Kingdom
$119K -$51.8K -693 -31%
CAS
511
Coppell Advisory Solutions
Texas
$115K +$80.6K +1,078 +241%
CSPIA
512
Cary Street Partners Investment Advisory
Virginia
$114K -$300K -4,006 -73%
CF
513
Corebridge Financial
Texas
$113K -$7.93K -106 -7%
GRP
514
Global Retirement Partners
California
$107K +$11.1K +149 +12%
TFA
515
Transamerica Financial Advisors
Florida
$105K -$3.29K -44 -3%
M
516
MOTCO
Texas
$103K – – –
MWA
517
Medallion Wealth Advisors
Connecticut
$101K +$94.1K +1,258 New
AIM
518
Anchor Investment Management
South Carolina
$98.4K – – –
FHA
519
First Horizon Advisors
Tennessee
$98.3K +$16.6K +222 +21%
MCM
520
MAI Capital Management
Ohio
$95K +$93.8K +1,254 New
MMCM
521
Murphy & Mullick Capital Management
New York
$90.8K +$89.6K +1,198 New
FFA
522
Farther Finance Advisors
California
$88.2K +$11.8K +158 +16%
N
523
Natixis
France
$85.1K -$1.41M -18,800 -94%
SAM
524
Smartleaf Asset Management
Massachusetts
$84.7K +$37.5K +501 +81%
PCM
525
Penserra Capital Management
California
$74K -$2.17K -29 -3%
19 20
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