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Blackbaud

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
226
Wealthspire Advisors (Maryland)
Maryland
$29K -$4.62K -48 -13%
DCM
227
Delpha Capital Management
New York
$28K +$28.2K +293 New
FHA
228
First Horizon Advisors
Tennessee
$26K +$1.16K +12 +4%
VCM
229
Versant Capital Management
Arizona
$22K -$770 -8 -3%
RWA
230
Ropes Wealth Advisors
Massachusetts
$18K
Fifth Third Bancorp
231
Fifth Third Bancorp
Ohio
$15K -$53.6K -557 -77%
TIM
232
Tortoise Investment Management
New York
$14K
LNB
233
Ledyard National Bank
$13K
IA
234
IFP Advisors
Florida
$12K -$674 -7 -5%
MOS
235
MGO One Seven
Ohio
$12K +$11.9K +124 New
FWM
236
Focused Wealth Management
New York
$11K
LF
237
Lee Financial
Texas
$10K -$2.41K -25 -19%
SIAS
238
Shine Investment Advisory Services
Colorado
$9K -$2.69K -28 -24%
BFEC
239
Benjamin F. Edwards & Company
Missouri
$9K
SBL
240
Sargent Bickham Lagudis
Colorado
$9K +$96 +1 +1%
GAM
241
Gemmer Asset Management
California
$8K
GWM
242
Geneos Wealth Management
Colorado
$7K
CFD
243
Creative Financial Designs
Indiana
$6K
WTC
244
WhitTier Trust Company
Nevada
$6K
ACM
245
Armbruster Capital Management
New York
$5K
WCBA
246
Weaver C. Barksdale & Associates
Tennessee
$4K -$481 -5 -10%
BL
247
Balentine LLC
Georgia
$4K
CJA
248
C-J Advisory
California
$4K
QCG
249
Quadrant Capital Group
Ohio
$4K
ST
250
Smithfield Trust
Pennsylvania
$4K +$3.85K +40 New