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SS&C Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
651
Dogwood Wealth Management
Kansas
$4.26K +$4.3K +56 +800%
BBHC
652
Brown Brothers Harriman & Co
New York
$4.05K -$5.07K -66 -52%
BGAI
653
Bruce G. Allen Investments
Colorado
$3.99K
CT
654
Colonial Trust
South Carolina
$3.92K -$8.3K -108 -65%
Kayne Anderson Rudnick Investment Management
655
Kayne Anderson Rudnick Investment Management
California
$3.92K
SIC
656
SJS Investment Consulting
Ohio
$3.85K +$1.15K +15 +36%
S
657
Sachetta
Massachusetts
$3.85K +$3.15K +41 +256%
BWL
658
Bogart Wealth LLC
Virginia
$3.85K +$231 +3 +6%
KFAS
659
Keating Financial Advisory Services
Kansas
$3.45K -$7.15K -93 -65%
PUI
660
Purpose Unlimited Inc
$3.31K -$8.07K -105 -68%
CMP
661
Coston McIsaac & Partners
Maine
$3K
BCWM
662
Bartlett & Co Wealth Management
Ohio
$2.98K
CPG
663
Cornerstone Planning Group
New Jersey
$2.84K +$154 +2 +5%
UB
664
UMB Bank
Missouri
$2.84K -$25.1K -326 -89%
DPW
665
DiNuzzo Private Wealth
Pennsylvania
$2.77K +$77 +1 +3%
SC
666
SouthState Corp
Florida
$2.77K +$1.08K +14 +52%
IWS
667
Intentional Wealth Strategies
Colorado
$2.77K +$3.15K +41 New
CH
668
Cromwell Holdings
Wyoming
$2.7K +$846 +11 +38%
AFG
669
Albion Financial Group
Utah
$2.7K +$3.08K +40 New
PWA
670
Physician Wealth Advisors
Utah
$2.64K +$2.84K +37 +1,850%
NS
671
NBC Securities
Alabama
$2.43K
UFPG
672
United Financial Planning Group
New York
$2.3K -$5.23K -68 -67%
AF
673
Advisornet Financial
Minnesota
$2.3K -$1.54K -20 -37%
KG
674
Kilter Group
New York
$2.16K +$615 +8 +33%
MAM
675
Marquette Asset Management
Minnesota
$2.16K +$2.46K +32 New