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SS&C Technologies
SSNC

Name Holding Trade Value Shares
Change 		Change in
Stake
LOAMU
801
Lombard Odier Asset Management (USA)
New York
– -$209K -2,354 Closed
FFA
802
Founders Financial Alliance
North Carolina
– -$205K -2,309 Closed
SMA
803
Sage Mountain Advisors
Georgia
– -$203K -2,283 Closed
N
804
Natixis
France
– -$184K -2,069 Closed
TIM
805
Tortoise Investment Management
New York
– -$179K -2,019 Closed
HNB
806
Hilltop National Bank
Wyoming
– -$97K -1,093 Closed
SIC
807
Salem Investment Counselors
North Carolina
– -$55.5K -625 Closed
WANY
808
Wealthspire Advisors (New York)
New York
– -$33.8K -381 Closed
TCM
809
TruNorth Capital Management
Michigan
– -$19.5K -220 Closed
FA
810
Financial Avengers
California
– -$17.8K -200 Closed
MWPCG
811
Measured Wealth Private Client Group
New Hampshire
– -$17.8K -200 Closed
HCM
812
Hollencrest Capital Management
California
– -$12.9K -145 Closed
STB
813
S&T Bank
Pennsylvania
– -$12.2K -138 Closed
JWM
814
JPL Wealth Management
Colorado
– -$10.8K -122 Closed
MSWA
815
Marshall & Sterling Wealth Advisors
New York
– -$10.1K -114 Closed
CCM
816
Cloud Capital Management
Washington
– -$5K -57 Closed
LFA
817
LGT Financial Advisors
Texas
– -$4.66K -52 Closed
MG
818
Mather Group
Illinois
– -$3.99K -45 Closed
AAS
819
Ameritas Advisory Services
Nebraska
– -$3.46K -39 Closed
MAM
820
Marquette Asset Management
Minnesota
– -$2.58K -29 Closed
CIAM
821
Caitong International Asset Management
Hong Kong
– -$2.31K -26 Closed
MMC
822
Mizuho Markets Cayman
Cayman Islands
– -$1.6K -18 Closed
MA
823
Montag & Associates
Georgia
– -$1.6K -18 Closed
IW
824
Imprint Wealth
South Carolina
– -$799 -9 Closed
KB
825
Kimelman & Baird
New York
– -$799 -9 Closed
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