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SS&C Technologies
SSNC

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
776
Frazier Financial Advisors
Ohio
– -$12.2K -180 Closed
TF
777
Tompkins Financial
New York
– -$10.5K -155 Closed
GTAM
778
Global Trust Asset Management
Florida
– -$8.65K -128 Closed
BW
779
Basepoint Wealth
Iowa
– -$7.25K -107 Closed
DJSG
780
D.J. St. Germain
Massachusetts
– -$6.69K -99 Closed
DI
781
DAGCO Inc
Ohio
– -$6.28K -93 Closed
TPWA
782
Twin Peaks Wealth Advisors
California
– -$4.93K -73 Closed
WAG
783
Wilkerson Advisory Group
Missouri
– -$4.66K -69 Closed
DWM
784
Dogwood Wealth Management
Kansas
– -$4.26K -63 Closed
CT
785
Colonial Trust
South Carolina
– -$3.92K -58 Closed
S
786
Sachetta
Massachusetts
– -$3.85K -57 Closed
IWS
787
Intentional Wealth Strategies
Colorado
– -$2.77K -41 Closed
AFG
788
Albion Financial Group
Utah
– -$2.7K -40 Closed
UFPG
789
United Financial Planning Group
New York
– -$2.3K -34 Closed
AWM
790
Abound Wealth Management
Tennessee
– -$1.82K -27 Closed
AP
791
Aspect Partners
Virginia
– -$1.28K -19 Closed
VWM
792
Vermillion Wealth Management
Minnesota
– -$811 -12 Closed
RWS
793
Retirement Wealth Solutions
Wisconsin
– -$541 -8 Closed
TWM
794
TopTier Wealth Management
Wisconsin
– -$541 -8 Closed
BFS
795
Bare Financial Services
Pennsylvania
– -$473 -7 Closed
LWMI
796
Legacy Wealth Management (Idaho)
Idaho
– -$473 -7 Closed
NSIM
797
North Star Investment Management
Illinois
– -$473 -7 Closed
CW
798
Curio Wealth
Maryland
– -$405 -6 Closed
WIM
799
Westside Investment Management
California
– -$338 -5 Closed
CCWM
800
Cassaday & Co Wealth Management
Virginia
– -$271 -4 Closed
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