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Blackbaud

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
201
Gemmer Asset Management
California
$7K
RIA
202
Realta Investment Advisors
Delaware
$5K
WTC
203
WhitTier Trust Company
Nevada
$5K
VFA
204
Valeo Financial Advisors
Indiana
$5K +$4.76K +60 New
BWA
205
BDO Wealth Advisors
Florida
$4K
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$4K
GWM
207
Geneos Wealth Management
Colorado
$3K -$3.01K -38 -45%
CJA
208
C-J Advisory
California
$3K
BWM
209
BerganKDV Wealth Management
Minnesota
$2K
TWA
210
TCI Wealth Advisors
Arizona
$2K
RCG
211
Ruggie Capital Group
Florida
$2K +$1.67K +21 New
TCOV
212
Trust Company of Vermont
Vermont
$2K +$2.06K +26 New
FCA
213
FinTrust Capital Advisors
South Carolina
$1K -$396 -5 -36%
CFA
214
Camarda Financial Advisors
Florida
$1K
FGAM
215
Financial Gravity Asset Management
Texas
$1K
LWM
216
Liberty Wealth Management
California
$1K
SPIA
217
Steward Partners Investment Advisory
New York
$1K +$1.19K +15 New
CAW
218
Cornerstone Advisors (Washington)
Washington
$1K +$1.27K +16 New
TFO
219
Tarbox Family Office
California
$1K +$1.27K +16 New
TPWA
220
TRUE Private Wealth Advisors
Oregon
$1K +$1.59K +20 New
DDC
221
DF Dent & Co
Maryland
-$46M -576,540 Closed
Capital World Investors
222
Capital World Investors
California
-$40.1M -503,000 Closed
NIPH
223
NN Investment Partners Holdings
Netherlands
-$6.3M -79,000 Closed
Nordea Investment Management
224
Nordea Investment Management
Sweden
-$3.76M -47,197 Closed
HCM
225
Hodges Capital Management
Texas
-$3.27M -41,035 Closed