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Blackbaud

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
201
Sowell Financial Services
Arkansas
$46K +$45.5K +512 New
ASN
202
Advisory Services Network
Georgia
$32K
BBHC
203
Brown Brothers Harriman & Co
New York
$30K
FHA
204
Flagship Harbor Advisors
Massachusetts
$28K +$89 +1 +0.3%
PFBT
205
Parkside Financial Bank & Trust
Missouri
$27K
TRCT
206
Tower Research Capital (TRC)
New York
$26K -$105K -1,180 -80%
Rockefeller Capital Management
207
Rockefeller Capital Management
New York
$25K +$16.9K +190 +226%
GKIM
208
GW&K Investment Management
Massachusetts
$25K +$24.5K +276 New
AssetMark Inc
209
AssetMark Inc
California
$24K -$978 -11 -4%
CFB
210
Cullen/Frost Bankers
Texas
$19K
BFEC
211
Benjamin F. Edwards & Company
Missouri
$18K
SC
212
SouthState Corp
Florida
$18K
BCA
213
Berman Capital Advisors
Georgia
$17K
TIM
214
Tortoise Investment Management
New York
$14K
Lazard Asset Management
215
Lazard Asset Management
New York
$13K +$12.8K +144 New
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$11K -$11.6K -130 -52%
EW
217
Evoke Wealth
California
$10K +$9.87K +111 New
VCM
218
Versant Capital Management
Arizona
$10K
CIA
219
CSat Investment Advisory
Michigan
$10K +$1.42K +16 +16%
GAM
220
Gemmer Asset Management
California
$7K
JFGIW
221
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K +$6.31K +71 New
BWA
222
BDO Wealth Advisors
Florida
$5K
RIA
223
Realta Investment Advisors
Delaware
$5K
VFA
224
Valeo Financial Advisors
Indiana
$5K
WTC
225
WhitTier Trust Company
Nevada
$5K