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SS&C Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
CPG
626
Cornerstone Planning Group
New Jersey
$1.04K +$973 +13 New
PMAM
627
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
AW
628
Avion Wealth
Texas
$1K +$524 +7 +37%
MCM
629
Manchester Capital Management
Vermont
$834 – – –
MCM
630
MV Capital Management
Maryland
$758 – – –
GFPC
631
Global Financial Private Client
Florida
$758 +$748 +10 New
KB
632
Kimelman & Baird
New York
$683 – – –
LIS
633
Legacy Investment Solutions
Idaho
$607 – – –
LWMI
634
Legacy Wealth Management (Idaho)
Idaho
$607 – – –
PWM
635
Parkworth Wealth Management
California
$530 +$524 +7 New
T
636
Transce3nd
Texas
$530 +$524 +7 New
OSNBOA
637
Old Second National Bank of Aurora
Illinois
$455 +$449 +6 New
PWA
638
Principia Wealth Advisory
Texas
$455 +$449 +6 New
RCM
639
Raleigh Capital Management
North Carolina
$379 – – –
WCM
640
WealthTrak Capital Management
Virginia
$379 +$374 +5 New
WW
641
Winnow Wealth
Texas
$342 +$374 +5 New
HWA
642
HHM Wealth Advisors
Tennessee
$228 +$224 +3 New
DFA
643
DHJJ Financial Advisors
Illinois
$152 – – –
RS
644
Rakuten Securities
Japan
$152 – – –
HNW
645
High Note Wealth
Minnesota
$152 +$150 +2 New
NMG
646
New Millennium Group
Utah
$147 -$75 -1 -33%
TFM
647
TFC Financial Management
Massachusetts
$76 – – –
CIA
648
Cape Investment Advisory
Georgia
$76 +$75 +1 New
DCP
649
Durable Capital Partners
Maryland
– -$242M -3,263,508 Closed
CSS
650
Cubist Systematic Strategies
Connecticut
– -$28.8M -388,708 Closed