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SS&C Technologies
SSNC

Name Holding Trade Value Shares
Change 		Change in
Stake
IAAG
776
Innovative Asset Advisors Group
Connecticut
– -$35.3K -523 Closed
MWC
777
MBM Wealth Consultants
Missouri
– -$22.1K -327 Closed
RFP
778
Root Financial Partners
California
– -$21.7K -321 Closed
EI
779
EFG International
– -$16.9K -250 Closed
VNIM
780
Vaughan Nelson Investment Management
Texas
– -$13.9K -205 Closed
WPA
781
Wealth Preservation Advisors
Tennessee
– -$13K -192 Closed
FFA
782
Frazier Financial Advisors
Ohio
– -$12.2K -180 Closed
TF
783
Tompkins Financial
New York
– -$10.5K -155 Closed
GTAM
784
Global Trust Asset Management
Florida
– -$8.65K -128 Closed
BW
785
Basepoint Wealth
Iowa
– -$7.25K -107 Closed
DJSG
786
D.J. St. Germain
Massachusetts
– -$6.69K -99 Closed
DI
787
DAGCO Inc
Ohio
– -$6.28K -93 Closed
TPWA
788
Twin Peaks Wealth Advisors
California
– -$4.93K -73 Closed
WAG
789
Wilkerson Advisory Group
Missouri
– -$4.66K -69 Closed
DWM
790
Dogwood Wealth Management
Kansas
– -$4.26K -63 Closed
CT
791
Colonial Trust
South Carolina
– -$3.92K -58 Closed
S
792
Sachetta
Massachusetts
– -$3.85K -57 Closed
IWS
793
Intentional Wealth Strategies
Colorado
– -$2.77K -41 Closed
AFG
794
Albion Financial Group
Utah
– -$2.7K -40 Closed
UFPG
795
United Financial Planning Group
New York
– -$2.3K -34 Closed
AWM
796
Abound Wealth Management
Tennessee
– -$1.82K -27 Closed
AP
797
Aspect Partners
Virginia
– -$1.28K -19 Closed
VWM
798
Vermillion Wealth Management
Minnesota
– -$811 -12 Closed
RWS
799
Retirement Wealth Solutions
Wisconsin
– -$541 -8 Closed
TWM
800
TopTier Wealth Management
Wisconsin
– -$541 -8 Closed
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