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SS&C Technologies
SSNC

Name Holding Trade Value Shares
Change 		Change in
Stake
1CP
726
1015 Capital Partners
Pennsylvania
$1.14K +$1.11K +13 New
OP
727
ORG Partners
Indiana
$1.14K +$1.11K +13 New
SS
728
SBI Securities
Japan
$1.05K -$2.05K -24 -67%
MCM
729
MV Capital Management
Maryland
$875 – – –
QWM
730
Quaker Wealth Management
New Jersey
$875 +$171 +2 +25%
ACA
731
American Capital Advisory
Idaho
$787 +$597 +7 +350%
SRCM
732
Signature Resources Capital Management
California
$787 +$767 +9 New
ZBNA
733
Zions Bancorporation, National Association
Utah
$787 +$767 +9 New
LWMI
734
Legacy Wealth Management (Idaho)
Idaho
$612 – – –
DWM
735
Dogwood Wealth Management
Kansas
$612 +$597 +7 New
OC
736
Optima Capital
Oregon
$612 +$597 +7 New
FC
737
Financial Consulate
Maryland
$525 – – –
SA
738
Seneschal Advisors
Washington
$525 – – –
NSIM
739
North Star Investment Management
Illinois
$525 +$512 +6 New
Q1WB
740
Quest 10 Wealth Builders
Virginia
$481 – – –
WW
741
Winnow Wealth
Texas
$440 -$171 -2 -29%
PWA
742
Principia Wealth Advisory
Texas
$437 -$597 -7 -58%
TPBG
743
Turning Point Benefit Group
Maryland
$437 – – –
WWA
744
Wealth Watch Advisors
Colorado
$437 – – –
ECA
745
Elevated Capital Advisors
Utah
$437 +$426 +5 New
WIM
746
Westside Investment Management
California
$437 +$426 +5 New
RJA
747
Ross\Johnson & Associates
Minnesota
$350 – – –
PWA
748
Physician Wealth Advisors
Utah
$177 – – –
VFM
749
Vision Financial Markets
Connecticut
$177 – – –
DFA
750
DHJJ Financial Advisors
Illinois
$175 – – –
28 29
30
31 32