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SS&C Technologies
SSNC

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
676
International Assets Investment Management
Florida
$2.1K -$615 -8 -21%
SFS
677
Sunrise Financial Services
Washington
$2.1K – – –
MCM
678
MV Capital Management
Maryland
$2.03K +$1.54K +20 +200%
AW
679
Avion Wealth
Texas
$2K +$1.31K +17 +74%
HPC
680
HM Payson & Co
Maine
$1.96K – – –
TCM
681
TD Capital Management
Tennessee
$1.93K +$77 +1 +4%
BLC
682
Brown, Lisle/Cummings
Rhode Island
$1.89K +$2.15K +28 New
AWM
683
Abound Wealth Management
Tennessee
$1.82K – – –
BHWM
684
Bay Harbor Wealth Management
Maryland
$1.76K – – –
CFM
685
Cornerstone Financial Management
Massachusetts
$1.69K +$615 +8 +47%
CA
686
CoreCap Advisors
Michigan
$1.49K – – –
AWM
687
Activest Wealth Management
Florida
$1.42K +$1.54K +20 +2,000%
HIA
688
Harbor Investment Advisory
Maryland
$1.35K +$1.54K +20 New
AP
689
Aspect Partners
Virginia
$1.28K – – –
IAS
690
IMA Advisory Services
Colorado
$1.08K -$1.38K -18 -53%
HFS
691
Hughes Financial Services
Virginia
$1.01K -$538 -7 -32%
MCM
692
Manchester Capital Management
Vermont
$1.01K – – –
SS
693
SBI Securities
Japan
$878 +$77 +1 +8%
RS
694
Rakuten Securities
Japan
$811 -$615 -8 -40%
TCM
695
Triumph Capital Management
Colorado
$811 -$308 -4 -25%
VWM
696
Vermillion Wealth Management
Minnesota
$811 +$923 +12 New
QWM
697
Quaker Wealth Management
New Jersey
$609 -$77 -1 -10%
HIA
698
HFM Investment Advisors
New Jersey
$541 -$384 -5 -38%
RWS
699
Retirement Wealth Solutions
Wisconsin
$541 +$615 +8 New
TWM
700
TopTier Wealth Management
Wisconsin
$541 +$615 +8 New
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