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Blackbaud

Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
201
Ladenburg Thalmann Financial Services
Florida
$90K +$21.9K +267 +34%
PHK
202
Point72 Hong Kong
Hong Kong
$77K +$73.3K +893 New
First Manhattan
203
First Manhattan
New York
$74K
IDBONY
204
Israel Discount Bank of New York
New York
$56K
WCBA
205
Weaver C. Barksdale & Associates
Tennessee
$46K +$44.4K +541 New
SWA
206
Sutton Wealth Advisors
Florida
$43.4K
Creative Planning
207
Creative Planning
Kansas
$42K +$20.1K +245 +99%
OPERF
208
Oregon Public Employees Retirement Fund
Oregon
$39K +$37.5K +457 New
WAM
209
Wealthspire Advisors (Maryland)
Maryland
$38K -$5.74K -70 -14%
AIM
210
Acrospire Investment Management
Illinois
$37K
PFPT
211
Pinnacle Financial Partners (Tennessee)
Tennessee
$29K +$27.7K +338 New
BBHC
212
Brown Brothers Harriman & Co
New York
$28K
FHA
213
First Horizon Advisors
Tennessee
$23K
VCM
214
Versant Capital Management
Arizona
$21K -$903 -11 -4%
IA
215
IFP Advisors
Florida
$18K +$6.73K +82 +62%
TIM
216
Tortoise Investment Management
New York
$13K
NA
217
NewEdge Advisors
Louisiana
$12.7K +$11.9K +145 New
LNB
218
Ledyard National Bank
$12K -$15.8K -192 -58%
LF
219
Lee Financial
Texas
$11K
AIL
220
AGF Investments LLC
Ontario, Canada
$10K -$492 -6 -5%
FWM
221
Focused Wealth Management
New York
$10K
SIAS
222
Shine Investment Advisory Services
Colorado
$10K +$9.68K +118 New
WEC
223
Winslow Evans & Crocker
Massachusetts
$9K +$8.62K +105 New
BFEC
224
Benjamin F. Edwards & Company
Missouri
$9K
ASN
225
Advisory Services Network
Georgia
$9K +$5.42K +66 +150%