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SS&C Technologies
SSNC

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
701
Breakwater Investment Management
Washington
$435 – – –
HFS
702
Hughes Financial Services
Virginia
$434 -$543 -8 -53%
TCM
703
Triumph Capital Management
Colorado
$434 -$339 -5 -42%
DF
704
DecisionPoint Financial
Arizona
$384 +$407 +6 New
BWS
705
Buck Wealth Strategies
Colorado
$372 +$407 +6 New
SL
706
Salomon & Ludwin
Virginia
$320 -$13K -191 -97%
SA
707
Seneschal Advisors
Washington
$311 – – –
ECA
708
Elevated Capital Advisors
Utah
$310 – – –
RJA
709
Ross\Johnson & Associates
Minnesota
$248 – – –
QWM
710
Quaker Wealth Management
New Jersey
$187 -$407 -6 -67%
RWM
711
Raffa Wealth Management
District of Columbia
$186 +$68 +1 +50%
LHEI
712
Leo H. Evart Inc
California
$134 – – –
VFM
713
Vision Financial Markets
Connecticut
$131 – – –
DFA
714
DHJJ Financial Advisors
Illinois
$125 – – –
MCA
715
Maryland Capital Advisors
Maryland
$125 +$136 +2 New
RS
716
Rakuten Securities
Japan
$124 -$679 -10 -83%
PS
717
Planning Strategies
Pennsylvania
$124 +$136 +2 New
CI
718
Cordant Inc
Oregon
$105 +$136 +2 New
TFM
719
TFC Financial Management
Massachusetts
$63 – – –
AWM
720
Activest Wealth Management
Florida
$62 -$1.36K -20 -95%
DWM
721
Darwin Wealth Management
Florida
$4 – – –
JCM
722
Junto Capital Management
New York
– -$69M -1,021,005 Closed
PCM
723
Peregrine Capital Management
Minnesota
– -$8.47M -125,296 Closed
OCM
724
Olstein Capital Management
New York
– -$7.09M -105,000 Closed
OWIM
725
Old West Investment Management
California
– -$6.79M -100,419 Closed
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