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Blackbaud
BLKB

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
251
Rialto Wealth Management
New York
$2.52K +$2.8K +85 New
MAM
252
Marquette Asset Management
Minnesota
$2.19K +$2.43K +74 New
NSIM
253
North Star Investment Management
Illinois
$2.19K +$2.43K +74 New
ZBNA
254
Zions Bancorporation, National Association
Utah
$2.16K +$2.4K +73 New
CVM
255
Cheviot Value Management
California
$2.13K – – –
ST
256
Smithfield Trust
Pennsylvania
$2K – – –
AW
257
Avion Wealth
Texas
$2K +$2.43K +74 New
WTC
258
WhitTier Trust Company
Nevada
$1.81K – – –
GFA
259
Godfrey Financial Associates
New York
$1.81K – – –
AT
260
Arlington Trust
Alabama
$1.66K – – –
MCM
261
Manchester Capital Management
Vermont
$1.42K +$1.15K +35 +269%
AFC
262
Ares Financial Consulting
California
$1.36K – – –
CFM
263
Cornerstone Financial Management
Massachusetts
$1.07K +$1.18K +36 New
CPG
264
Cornerstone Planning Group
New Jersey
$1.05K +$1.12K +34 New
C
265
Covestor
United Kingdom
$1K +$526 +16 +800%
CFM
266
Compass Financial Management
Florida
$889 +$987 +30 New
CFD
267
Creative Financial Designs
Indiana
$829 – – –
EP
268
Essential Partners
California
$741 +$132 +4 +19%
PWA
269
Physician Wealth Advisors
Utah
$563 +$625 +19 New
FMII
270
Farmers & Merchants Investments Inc
Nebraska
$533 -$559 -17 -49%
TFA
271
Transamerica Financial Advisors
Florida
$533 +$592 +18 New
KG
272
Kilter Group
New York
$415 +$66 +2 +17%
JWA
273
JFS Wealth Advisors
Pennsylvania
$356 +$263 +8 +200%
CA
274
Clearstead Advisors
Ohio
$237 -$230 -7 -47%
FHC
275
First Horizon Corporation
Tennessee
$148 – – –
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