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Blackbaud

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
201
Dougherty Wealth Advisers
Minnesota
$47K
FMT
202
First Mercantile Trust
Tennessee
$44K -$84 -1 -0.2%
SFS
203
Sowell Financial Services
Arkansas
$40K -$502 -6 -1%
ASN
204
Advisory Services Network
Georgia
$30K
HIA
205
Harbor Investment Advisory
Maryland
$30K +$31.4K +375 New
FHA
206
Flagship Harbor Advisors
Massachusetts
$25K +$84 +1 +0.3%
LWA
207
Lenox Wealth Advisors
New York
$23K +$24.7K +295 New
GKIM
208
GW&K Investment Management
Massachusetts
$22K
AssetMark Inc
209
AssetMark Inc
California
$21K -$167 -2 -0.7%
Rockefeller Capital Management
210
Rockefeller Capital Management
New York
$20K -$1.67K -20 -7%
CFB
211
Cullen/Frost Bankers
Texas
$17K
OPS
212
Orion Portfolio Solutions
Nebraska
$17K +$18.3K +219 New
BFEC
213
Benjamin F. Edwards & Company
Missouri
$16K
SC
214
SouthState Corp
Florida
$16K
BCA
215
Berman Capital Advisors
Georgia
$15K
QT
216
Quantbot Technologies
New York
$15K +$16.7K +200 New
TIM
217
Tortoise Investment Management
New York
$12K
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$12K +$2.68K +32 +27%
CIA
219
CSat Investment Advisory
Michigan
$10K +$1.34K +16 +14%
EW
220
Evoke Wealth
California
$9.55K +$753 +9 +8%
EWM
221
EPG Wealth Management
Georgia
$9K +$9.21K +110 New
VCM
222
Versant Capital Management
Arizona
$7K -$2.01K -24 -21%
SIC
223
Salem Investment Counselors
North Carolina
$7K +$6.95K +83 New
BCI
224
Brinker Capital Investments
Pennsylvania
$7K +$7.2K +86 New
GAM
225
Gemmer Asset Management
California
$6K