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SS&C Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
AW
551
Avion Wealth
Texas
$2K – – –
CCM
552
Chilton Capital Management
Texas
$2K – – –
DPW
553
DiNuzzo Private Wealth
Pennsylvania
$2K +$373 +6 +24%
FCA
554
FinTrust Capital Advisors
South Carolina
$1.54K – – –
PWA
555
Provenance Wealth Advisors
Florida
$1.48K – – –
MCM
556
Manchester Capital Management
Vermont
$709 – – –
TWD
557
True Wealth Design
Ohio
$709 +$310 +5 +83%
VCM
558
Versant Capital Management
Arizona
$708 – – –
AF
559
Advisornet Financial
Minnesota
$644 -$2.55K -41 -80%
MPWT
560
MassMutual Private Wealth & Trust
Connecticut
$644 – – –
AWM
561
Abound Wealth Management
Tennessee
$393 – – –
VAG
562
VisionPoint Advisory Group
Texas
$386 +$373 +6 New
HI
563
Harbour Investments
Wisconsin
$322 – – –
RCM
564
Raleigh Capital Management
North Carolina
$322 +$310 +5 New
TCM
565
TD Capital Management
Tennessee
$322 +$310 +5 New
WIA
566
Wetzel Investment Advisors
Indiana
$302 – – –
DFA
567
DHJJ Financial Advisors
Illinois
$129 – – –
JWM
568
Janiczek Wealth Management
Colorado
$129 – – –
RS
569
Rakuten Securities
Japan
$129 – – –
MCM
570
MV Capital Management
Maryland
$129 +$62 +1 +100%
TFM
571
TFC Financial Management
Massachusetts
$65 +$62 +1 New
LFG
572
Larson Financial Group
Missouri
$64 -$11.4K -184 -99%
DWM
573
Dogwood Wealth Management
Kansas
$2 – – –
BG
574
Baupost Group
Massachusetts
– -$62.9M -1,028,545 Closed
Public Employees Retirement Association of Colorado
575
Public Employees Retirement Association of Colorado
Colorado
– -$12.8M -209,476 Closed