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Blackbaud

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
201
Berman Capital Advisors
Georgia
$10K
AF
202
Allworth Financial
California
$10K +$12.4K +175 New
CIA
203
CSat Investment Advisory
Michigan
$9K +$2.12K +30 +23%
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$8K -$354 -5 -3%
TIM
205
Tortoise Investment Management
New York
$8K
FHA
206
Flagship Harbor Advisors
Massachusetts
$7K -$13.6K -192 -60%
Rockefeller Capital Management
207
Rockefeller Capital Management
New York
$7K -$9.48K -134 -53%
EWM
208
EPG Wealth Management
Georgia
$6K
BBHC
209
Brown Brothers Harriman & Co
New York
$6K +$7.92K +112 New
VCM
210
Versant Capital Management
Arizona
$5K +$849 +12 +13%
SF
211
Synovus Financial
Georgia
$5K +$6.86K +97 New
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$4K
GAM
213
Gemmer Asset Management
California
$4K
SWM
214
Sugarloaf Wealth Management
Georgia
$4K
WTC
215
WhitTier Trust Company
Nevada
$3K
IA
216
IFP Advisors
Florida
$2K -$2.97K -42 -53%
FCA
217
FinTrust Capital Advisors
South Carolina
$2K
GWM
218
Geneos Wealth Management
Colorado
$2K
PA
219
Parallel Advisors
California
$2K +$2.83K +40 New
APA
220
American Portfolios Advisors
New York
$1.28K +$1.63K +23 New
BWM
221
BerganKDV Wealth Management
Minnesota
$1K
LWM
222
Liberty Wealth Management
California
$1K
EI
223
Ellevest Inc
New York
$1K +$919 +13 New
TRCT
224
Tower Research Capital (TRC)
New York
$1K +$990 +14 +200%
Brown Advisory
225
Brown Advisory
Maryland
-$18.2M -228,878 Closed