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SS&C Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
RWS
701
Retirement Wealth Solutions
Wisconsin
$541 +$615 +8 New
TWM
702
TopTier Wealth Management
Wisconsin
$541 +$615 +8 New
BFS
703
Bare Financial Services
Pennsylvania
$473 -$4.3K -56 -89%
LWMI
704
Legacy Wealth Management (Idaho)
Idaho
$473 – – –
NSIM
705
North Star Investment Management
Illinois
$473 +$77 +1 +17%
BIM
706
Breakwater Investment Management
Washington
$473 +$538 +7 New
ACA
707
American Capital Advisory
Idaho
$406 -$231 -3 -33%
CW
708
Curio Wealth
Maryland
$405 +$461 +6 New
SA
709
Seneschal Advisors
Washington
$338 -$77 -1 -17%
ECA
710
Elevated Capital Advisors
Utah
$338 – – –
WIM
711
Westside Investment Management
California
$338 – – –
SWM
712
SHP Wealth Management
Massachusetts
$338 +$384 +5 New
CCWM
713
Cassaday & Co Wealth Management
Virginia
$271 +$308 +4 New
RJA
714
Ross\Johnson & Associates
Minnesota
$270 – – –
LHEI
715
Leo H. Evart Inc
California
$146 +$154 +2 New
VFM
716
Vision Financial Markets
Connecticut
$138 – – –
DFA
717
DHJJ Financial Advisors
Illinois
$136 – – –
RWM
718
Raffa Wealth Management
District of Columbia
$135 +$154 +2 New
TFM
719
TFC Financial Management
Massachusetts
$68 – – –
TFA
720
Toth Financial Advisory
Virginia
$68 – – –
Norges Bank
721
Norges Bank
Norway
– -$243M -2,777,920 Closed
Capital International Investors
722
Capital International Investors
California
– -$98.1M -1,121,718 Closed
SIG
723
Senator Investment Group
New York
– -$90.5M -1,035,193 Closed
SCM
724
Shapiro Capital Management
Georgia
– -$25.3M -288,959 Closed
SFI
725
Susquehanna Fundamental Investments
Pennsylvania
– -$24.7M -282,928 Closed