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Blackbaud

Name Holding Trade Value Shares
Change
Change in
Stake
Ladenburg Thalmann Financial Services
201
Ladenburg Thalmann Financial Services
Florida
$101K +$8.72K +101 +10%
Assured Investment Management
202
Assured Investment Management
New York
$94K +$92.9K +1,076 New
First Manhattan
203
First Manhattan
New York
$76K – – –
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$63K +$62.1K +720 New
Israel Discount Bank of New York
205
Israel Discount Bank of New York
New York
$58K – – –
Wealthspire Advisors (Maryland)
206
Wealthspire Advisors (Maryland)
Maryland
$32K -$6.82K -79 -18%
Brown Brothers Harriman & Co
207
Brown Brothers Harriman & Co
New York
$29K – – –
First Horizon Advisors
208
First Horizon Advisors
Tennessee
$24K – – –
Versant Capital Management
209
Versant Capital Management
Arizona
$21K -$1.04K -12 -5%
Ropes Wealth Advisors
210
Ropes Wealth Advisors
Massachusetts
$17K +$16.4K +190 New
Tortoise Investment Management
211
Tortoise Investment Management
New York
$13K – – –
IFP Advisors
212
IFP Advisors
Florida
$12K -$7.08K -82 -38%
Ledyard National Bank
213
Ledyard National Bank
$12K – – –
Focused Wealth Management
214
Focused Wealth Management
New York
$11K – – –
Lee Financial
215
Lee Financial
Texas
$11K – – –
Advisory Services Network
216
Advisory Services Network
Georgia
$10K – – –
Shine Investment Advisory Services
217
Shine Investment Advisory Services
Colorado
$10K – – –
Winslow Evans & Crocker
218
Winslow Evans & Crocker
Massachusetts
$9.22K +$86 +1 +1%
AGF Investments LLC
219
AGF Investments LLC
Ontario, Canada
$9K -$1.04K -12 -11%
Benjamin F. Edwards & Company
220
Benjamin F. Edwards & Company
Missouri
$9K – – –
Sargent Bickham Lagudis
221
Sargent Bickham Lagudis
Colorado
$8K – – –
Gemmer Asset Management
222
Gemmer Asset Management
California
$7K – – –
Geneos Wealth Management
223
Geneos Wealth Management
Colorado
$7K – – –
Mosaic Family Wealth
224
Mosaic Family Wealth
Missouri
$7K +$6.47K +75 New
Creative Financial Designs
225
Creative Financial Designs
Indiana
$5K – – –