We are live on ! Find out more
SSNC icon

SS&C Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
651
TD Capital Management
Tennessee
$2.34K – – –
AWM
652
Abound Wealth Management
Tennessee
$2.24K – – –
RA
653
Ransom Advisory
Rhode Island
$2.07K – – –
CPG
654
Cornerstone Planning Group
New Jersey
$1.89K +$393 +5 +29%
HFS
655
Hughes Financial Services
Virginia
$1.81K +$1.65K +21 New
SIC
656
SJS Investment Consulting
Ohio
$1.66K -$1.1K -14 -41%
S
657
Sachetta
Massachusetts
$1.32K – – –
GWM
658
Gitterman Wealth Management
New Jersey
$1.25K +$1.18K +15 New
MCM
659
Manchester Capital Management
Vermont
$1.24K – – –
LSA
660
Leonteq Securities AG
Switzerland
$1.16K +$1.1K +14 New
HIA
661
HFM Investment Advisors
New Jersey
$1.08K +$629 +8 +160%
AW
662
Avion Wealth
Texas
$1K -$236 -3 -12%
PMAM
663
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
SC
664
Stephens Consulting
Michigan
$994 +$943 +12 New
BHWM
665
Bay Harbor Wealth Management
Maryland
$993 +$393 +5 +71%
MCM
666
MV Capital Management
Maryland
$828 – – –
PWM
667
Parkworth Wealth Management
California
$828 +$236 +3 +43%
KB
668
Kimelman & Baird
New York
$746 – – –
CA
669
CoreCap Advisors
Michigan
$745 -$5.82K -74 -89%
QWM
670
Quaker Wealth Management
New Jersey
$663 +$629 +8 New
TPWA
671
Twin Peaks Wealth Advisors
California
$585 +$550 +7 New
CA
672
Crewe Advisors
Utah
$580 -$2.52K -32 -82%
LWMI
673
Legacy Wealth Management (Idaho)
Idaho
$580 – – –
T
674
Transce3nd
Texas
$580 – – –
GC
675
GFG Capital
Florida
$580 +$550 +7 New