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SS&C Technologies
SSNC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
626
Private Wealth Asset Management
Iowa
$13.3K – – –
FCAS
627
First Command Advisory Services
Texas
$13K +$4.21K +62 +42%
AP
628
Atwood & Palmer
Missouri
$12.8K – – –
FPF
629
First Pacific Financial
Washington
$12.4K +$3.8K +56 +39%
FFO
630
Fortitude Family Office
Arizona
$12.2K +$3.53K +52 +36%
SIC
631
SJS Investment Consulting
Ohio
$12.1K +$9.36K +138 +242%
TM
632
Torren Management
California
$11.7K – – –
KFAS
633
Keating Financial Advisory Services
Kansas
$11.2K +$8.75K +129 +253%
CAL
634
Capital Advisors Ltd
Ohio
$11K -$2.44K -36 -17%
OAJ
635
Ogorek Anthony Joseph
New York
$11K +$4K +59 +49%
TSMHT
636
Thurston Springer Miller Herd & Titak
Indiana
$10.1K – – –
VNA
637
Valley National Advisers
Pennsylvania
$9.88K -$5.29K -78 -33%
CB
638
Community Bank
New York
$9.55K +$10.4K +154 New
WBC
639
West Branch Capital
Massachusetts
$8.81K – – –
BIA
640
Bell Investment Advisors
California
$8.75K +$3.33K +49 +53%
TWC
641
TD Waterhouse Canada
Ontario, Canada
$8.63K – – –
NS
642
NBC Securities
Alabama
$8.5K +$6.85K +101 +281%
JWM
643
JPL Wealth Management
Colorado
$8.13K +$1.63K +24 +22%
MAM
644
Marquette Asset Management
Minnesota
$7.57K +$6.11K +90 +281%
APFP
645
Action Point Financial Planning
Michigan
$7.38K +$8.14K +120 New
OCWP
646
Owl Creek Wealth Partners
Colorado
$7.01K -$10.2K -150 -57%
CFSG
647
Community Financial Services Group
Vermont
$6.97K -$7.4K -109 -50%
CA
648
Crewe Advisors
Utah
$6.64K +$611 +9 +9%
APW
649
Aventura Private Wealth
Florida
$6.21K – – –
PB
650
Pinnacle Bancorp
Nebraska
$6.08K – – –
24 25
26
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