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SS&C Technologies
SSNC

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
651
CX Institutional
Indiana
$6K +$6.31K +93 New
HWP
652
Highline Wealth Partners
California
$5.96K – – –
KFI
653
Key Financial Inc
Pennsylvania
$5.96K – – –
SWA
654
SOA Wealth Advisors
New York
$5.52K +$6.04K +89 New
FMTCOCP
655
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K – – –
BWM
656
Benson Wealth Management
Tennessee
$4.72K – – –
SEP
657
Signature Equity Partners
Ohio
$4.65K +$611 +9 +14%
PGAM
658
Princeton Global Asset Management
New Jersey
$4.53K +$4.95K +73 New
PWMG
659
Private Wealth Management Group
New Jersey
$4.22K -$2.71K -40 -37%
KG
660
Kilter Group
New York
$4.16K +$2.38K +35 +109%
BWL
661
Bogart Wealth LLC
Virginia
$4.03K +$543 +8 +14%
BBHC
662
Brown Brothers Harriman & Co
New York
$3.72K – – –
BGAI
663
Bruce G. Allen Investments
Colorado
$3.66K – – –
SWM
664
Spire Wealth Management
Virginia
$3.54K -$2.04K -30 -34%
PPC
665
Park Place Capital
Alabama
$3.29K -$4.21K -62 -54%
CIAM
666
Caitong International Asset Management
Hong Kong
$3.29K +$3.6K +53 New
GA
667
GoalVest Advisory
New York
$3.29K +$3.6K +53 New
BF
668
BOK Financial
Oklahoma
$3.1K +$3.39K +50 New
CWP
669
Concord Wealth Partners
Virginia
$3.1K +$3.39K +50 New
PWPS
670
Pinnacle Wealth Planning Services
Ohio
$3.04K -$5.16K -76 -61%
CMP
671
Coston McIsaac & Partners
Maine
$3K – – –
PWA
672
Physician Wealth Advisors
Utah
$2.98K +$611 +9 +23%
CCMI
673
Creative Capital Management Investments
California
$2.92K +$3.19K +47 New
BCWM
674
Bartlett & Co Wealth Management
Ohio
$2.67K – – –
BHWM
675
Bay Harbor Wealth Management
Maryland
$2.67K +$1.15K +17 +65%
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