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SS&C Technologies
SSNC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
501
Childress Capital Advisors
Texas
$268K +$305K +3,962 New
IIC
502
Ironwood Investment Counsel
Arizona
$266K – – –
MOS
503
MGO One Seven
Ohio
$266K -$573K -7,454 -65%
SIA
504
SGL Investment Advisors
Montana
$265K -$3.4M -44,278 -92%
FPAS
505
Focus Partners Advisor Solutions
Missouri
$261K -$235K -3,061 -44%
RA
506
Ritter Alpha
New York
$261K +$296K +3,856 New
AC
507
AlphaCore Capital
California
$260K -$50.8K -661 -15%
NB
508
Nicolet Bankshares
Wisconsin
$256K -$21.1K -275 -7%
JFGLC
509
Johnson Financial Group LLC (Colorado)
Colorado
$255K -$3.77K -49 -1%
OBGC
510
O'Brien Greene & Co
Pennsylvania
$255K -$46.1K -600 -14%
VT
511
Vise Technologies
New York
$254K – – –
AG
512
Ascent Group
Virginia
$253K +$14.5K +189 +5%
QL
513
Quarry LP
New York
$251K +$285K +3,710 New
MAS
514
Meeder Advisory Services
Ohio
$245K +$279K +3,629 New
BHC
515
Bull Harbor Capital
Maryland
$244K +$277K +3,604 New
KCM
516
Kathmere Capital Management
Pennsylvania
$242K +$275K +3,582 New
TG
517
TCW Group
California
$241K +$13.2K +172 +5%
CCM
518
Copeland Capital Management
Pennsylvania
$239K +$63.3K +824 +30%
KF
519
Krilogy Financial
Missouri
$239K -$29.1K -378 -10%
EWA
520
EverSource Wealth Advisors
Alabama
$238K -$46.6K -606 -15%
HW
521
Hancock Whitney
Mississippi
$238K -$40.5K -527 -13%
S
522
SignatureFD
Georgia
$238K -$20.5K -267 -7%
OL
523
Optas LLC
Texas
$237K +$270K +3,508 New
MIM
524
Meixler Investment Management
Arizona
$237K -$23.1K -300 -8%
FC
525
Farringdon Capital
United Kingdom
$236K +$269K +3,496 New
19 20
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