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SS&C Technologies
SSNC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
701
Parkworth Wealth Management
California
$585 – – –
T
702
Transce3nd
Texas
$585 – – –
BHWM
703
Bay Harbor Wealth Management
Maryland
$584 +$579 +7 New
WW
704
Winnow Wealth
Texas
$566 +$166 +2 +40%
PWA
705
Principia Wealth Advisory
Texas
$467 – – –
Q1WB
706
Quest 10 Wealth Builders
Virginia
$459 +$497 +6 New
WTFG
707
Wood Tarver Financial Group
Idaho
$418 – – –
HIA
708
HFM Investment Advisors
New Jersey
$418 +$414 +5 New
RJA
709
Ross\Johnson & Associates
Minnesota
$334 +$331 +4 New
UB
710
UMB Bank
Missouri
$334 +$331 +4 New
ACA
711
American Capital Advisory
Idaho
$251 +$248 +3 New
DFA
712
DHJJ Financial Advisors
Illinois
$168 – – –
HHGA
713
Halbert Hargrove Global Advisors
California
$168 +$166 +2 New
PWA
714
Physician Wealth Advisors
Utah
$168 +$166 +2 New
VFM
715
Vision Financial Markets
Connecticut
$168 +$166 +2 New
HNW
716
High Note Wealth
Minnesota
$167 – – –
RS
717
Rakuten Securities
Japan
$167 – – –
CIA
718
Cape Investment Advisory
Georgia
$84 – – –
TFM
719
TFC Financial Management
Massachusetts
$84 – – –
VVP
720
Vulcan Value Partners
Alabama
– -$91.9M -1,213,072 Closed
SM
721
Sunriver Management
Connecticut
– -$40.6M -536,237 Closed
JCM
722
Junto Capital Management
New York
– -$37.7M -497,828 Closed
ICM
723
Invenomic Capital Management
Massachusetts
– -$28M -369,861 Closed
MP
724
Mangrove Partners
Connecticut
– -$26.7M -352,849 Closed
IGM
725
Incline Global Management
New York
– -$7.81M -103,072 Closed
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