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Blackbaud

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
276
Smartleaf Asset Management
Massachusetts
$4.74K +$3.41K +52 +226%
CVM
277
Cheviot Value Management
California
$4.62K
FFA
278
Frazier Financial Advisors
Ohio
$4.44K
MPWT
279
MassMutual Private Wealth & Trust
Connecticut
$4.44K -$66 -1 -1%
S
280
SignatureFD
Georgia
$4.24K +$3.27K +50 +313%
GRP
281
Global Retirement Partners
California
$4.18K +$1.11K +17 +35%
CA
282
Clearstead Advisors
Ohio
$3.79K +$1.25K +19 +48%
WTC
283
WhitTier Trust Company
Nevada
$3.78K
CIBC Private Wealth Group
284
CIBC Private Wealth Group
Georgia
$3.54K
PLU
285
Performa Ltd (US)
South Carolina
$3.54K +$3.6K +55 New
MAFA
286
MJT & Associates Financial Advisory
Minnesota
$3.15K
QC
287
Quent Capital
New York
$3.02K +$3.08K +47 New
ST
288
Smithfield Trust
Pennsylvania
$3K
HWM
289
Hemington Wealth Management
Virginia
$3K +$328 +5 +10%
ADL
290
Asset Dedication LLC
California
$2.44K
BWL
291
Bogart Wealth LLC
Virginia
$2.31K
BIA
292
Bell Investment Advisors
California
$2.25K
FMII
293
Farmers & Merchants Investments Inc
Nebraska
$2.25K
CFD
294
Creative Financial Designs
Indiana
$1.8K
BFS
295
Bare Financial Services
Pennsylvania
$1.74K +$983 +15 +125%
HNW
296
High Note Wealth
Minnesota
$1.67K +$1.7K +26 New
CT
297
Clearstead Trust
Maine
$1.54K +$459 +7 +41%
MCM
298
MAI Capital Management
Ohio
$1.48K -$1.77K -27 -54%
HI
299
Harbour Investments
Wisconsin
$1.48K
AssetMark Inc
300
AssetMark Inc
California
$1.35K +$852 +13 +163%