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Blackbaud

Name Holding Trade Value Shares
Change
Change in
Stake
MG
226
Mather Group
Illinois
$11.5K +$12.8K +156 New
LFA
227
LGT Financial Advisors
Texas
$10.5K
SIC
228
SJS Investment Consulting
Ohio
$10.4K +$82 +1 +0.7%
WT
229
Whittier Trust
California
$10.3K
PS
230
Principal Securities
Iowa
$10.1K
OC
231
Oarsman Capital
Wisconsin
$9.68K +$654 +8 +7%
NA
232
NewEdge Advisors
Louisiana
$8.75K
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$8K -$2.78K -34 -25%
PTC
234
Private Trust Company
Ohio
$7.69K
MPWT
235
MassMutual Private Wealth & Trust
Connecticut
$7.1K -$1.15K -14 -13%
Bessemer Group
236
Bessemer Group
New Jersey
$7K +$4.5K +55 +122%
SWM
237
Sugarloaf Wealth Management
Georgia
$5.99K
QL
238
Quarry LP
New York
$5.99K +$3.44K +42 +108%
SO
239
Sierra Ocean
California
$5.62K +$6.22K +76 New
FFA
240
Frazier Financial Advisors
Ohio
$5.09K
EBA
241
Eagle Bay Advisors
New York
$4.66K
WTC
242
WhitTier Trust Company
Nevada
$4.43K
CFD
243
Creative Financial Designs
Indiana
$4.36K
IA
244
IFP Advisors
Florida
$3.92K -$491 -6 -13%
FFA
245
Farther Finance Advisors
California
$3.77K -$982 -12 -19%
GRP
246
Global Retirement Partners
California
$3.55K -$1.64K -20 -29%
CT
247
Colonial Trust
South Carolina
$3.47K
SCM
248
Sterling Capital Management
North Carolina
$3.03K -$82 -1 -2%
ST
249
Smithfield Trust
Pennsylvania
$3K
SAM
250
Smartleaf Asset Management
Massachusetts
$2.88K -$2.54K -31 -44%