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SS&C Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
FA
601
FDx Advisors
Illinois
– -$220K -3,593 Closed
PL
602
Perpetual Ltd
Australia
– -$211K -3,446 Closed
PVH
603
Psagot Value Holdings
Israel
– -$208K -3,400 Closed
AWM
604
Apollon Wealth Management
South Carolina
– -$204K -3,332 Closed
O
605
Ossiam
France
– -$107K -1,758 Closed
KI
606
Kapitalo Investimentos
Brazil
– -$85.7K -1,402 Closed
Group One Trading
607
Group One Trading
Illinois
– -$24.8K -400 Closed
NFSG
608
Newbridge Financial Services Group
Florida
– -$23.4K -383 Closed
BWM
609
BKM Wealth Management
Wisconsin
– -$19.7K -323 Closed
MSWM
610
McGlone Suttner Wealth Management
Wisconsin
– -$15.5K -254 Closed
GWS
611
Glassman Wealth Services
Virginia
– -$10.8K -176 Closed
PB
612
Pinnacle Bancorp
Nebraska
– -$5.38K -88 Closed
BBHC
613
Brown Brothers Harriman & Co
New York
– -$3.97K -65 Closed
TCWA
614
Turtle Creek Wealth Advisors
Texas
– -$2.93K -48 Closed
LIWM
615
Long Island Wealth Management
New York
– -$2K -25 Closed
PTC
616
Private Trust Company
Ohio
– -$1.16K -19 Closed
W
617
WealthCollab
Washington
– -$1.1K -18 Closed
GI
618
Gradient Investments
Minnesota
– -$917 -15 Closed
TSW
619
Thompson Siegel & Walmsley
Virginia
– -$1K -9 Closed
TWP
620
TFO Wealth Partners
Ohio
– -$489 -8 Closed
First Manhattan
621
First Manhattan
New York
– -$305 -5 Closed