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SS&C Technologies
SSNC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
651
SOA Wealth Advisors
New York
$5.52K +$6.04K +89 New
FMTCOCP
652
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K – – –
BWM
653
Benson Wealth Management
Tennessee
$4.72K – – –
SEP
654
Signature Equity Partners
Ohio
$4.65K +$611 +9 +14%
PGAM
655
Princeton Global Asset Management
New Jersey
$4.53K +$4.95K +73 New
PWMG
656
Private Wealth Management Group
New Jersey
$4.22K -$2.71K -40 -37%
KG
657
Kilter Group
New York
$4.16K +$2.38K +35 +109%
BWL
658
Bogart Wealth LLC
Virginia
$4.03K +$543 +8 +14%
BBHC
659
Brown Brothers Harriman & Co
New York
$3.72K – – –
BGAI
660
Bruce G. Allen Investments
Colorado
$3.66K – – –
SWM
661
Spire Wealth Management
Virginia
$3.54K -$2.04K -30 -34%
PPC
662
Park Place Capital
Alabama
$3.29K -$4.21K -62 -54%
CIAM
663
Caitong International Asset Management
Hong Kong
$3.29K +$3.6K +53 New
GA
664
GoalVest Advisory
New York
$3.29K +$3.6K +53 New
BF
665
BOK Financial
Oklahoma
$3.1K +$3.39K +50 New
CWP
666
Concord Wealth Partners
Virginia
$3.1K +$3.39K +50 New
PWPS
667
Pinnacle Wealth Planning Services
Ohio
$3.04K -$5.16K -76 -61%
CMP
668
Coston McIsaac & Partners
Maine
$3K – – –
PWA
669
Physician Wealth Advisors
Utah
$2.98K +$611 +9 +23%
CCMI
670
Creative Capital Management Investments
California
$2.92K +$3.19K +47 New
BCWM
671
Bartlett & Co Wealth Management
Ohio
$2.67K – – –
BHWM
672
Bay Harbor Wealth Management
Maryland
$2.67K +$1.15K +17 +65%
IAIM
673
International Assets Investment Management
Florida
$2.56K +$611 +9 +29%
MG
674
Mather Group
Illinois
$2.54K -$1.56K -23 -36%
CH
675
Cromwell Holdings
Wyoming
$2.54K +$68 +1 +3%
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