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SS&C Technologies
SSNC

Name Holding Trade Value Shares
Change 		Change in
Stake
EPIM
601
Evelyn Partners Investment Management
$41.8K – – –
QC
602
Quent Capital
New York
$40.2K +$8.11K +98 +26%
SWM
603
Spire Wealth Management
Virginia
$37K -$1.74K -21 -5%
GWM
604
Geneos Wealth Management
Colorado
$33.4K +$7.53K +91 +100%
SW
605
SVB Wealth
Massachusetts
$32.9K +$32.6K +394 New
SIC
606
Salem Investment Counselors
North Carolina
$30.4K +$4.47K +54 +17%
GM
607
GeoWealth Management
Illinois
$30.3K -$260K -3,146 -90%
EC
608
Elequin Capital
New York
$30.1K +$29.8K +360 New
NEWAS
609
N.E.W. Advisory Services
Wisconsin
$29.2K +$29K +350 New
WT
610
Whittier Trust
California
$28.7K +$28.5K +344 New
LFG
611
Larson Financial Group
Missouri
$28.2K +$24.2K +292 +635%
CT
612
Caldwell Trust
Florida
$27.1K – – –
DSC
613
Duncker Streett & Co
Missouri
$25.6K – – –
TFIPS
614
Towarzystwo Funduszy Inwestycyjnych PZU SA
$25.1K +$24.8K +300 New
HWM
615
Hemington Wealth Management
Virginia
$25K +$5.54K +67 +28%
AP
616
Atwood & Palmer
Missouri
$24.9K +$13.7K +166 +126%
PTC
617
Private Trust Company
Ohio
$24.1K +$6.54K +79 +38%
PB
618
Pinnacle Bancorp
Nebraska
$23.6K +$14.2K +172 +155%
HWP
619
Highline Wealth Partners
California
$22.8K +$22.6K +273 New
TRCT
620
Tower Research Capital (TRC)
New York
$21.8K -$329K -3,978 -94%
JWA
621
JFS Wealth Advisors
Pennsylvania
$20.6K – – –
PWAM
622
Private Wealth Asset Management
Iowa
$19.2K +$19K +230 New
CAL
623
Capital Advisors Ltd
Ohio
$18K – – –
CFO
624
CVA Family Office
Colorado
$16K +$2.07K +25 +15%
KIM
625
Kestra Investment Management
Texas
$15.9K -$26.7K -323 -63%
23 24
25
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