We are live on ! Find out more
BLKB icon

Blackbaud

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
201
Lenox Wealth Advisors
New York
$17K
AssetMark Inc
202
AssetMark Inc
California
$16K +$330 +6 +2%
BCA
203
Berman Capital Advisors
Georgia
$12K +$1.15K +21 +11%
SC
204
SouthState Corp
Florida
$11K
AF
205
Allworth Financial
California
$10K
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$7K -$1.7K -31 -21%
Rockefeller Capital Management
207
Rockefeller Capital Management
New York
$7K
BAM
208
Barrett Asset Management
New York
$6K -$981K -17,840 -99%
BFEC
209
Benjamin F. Edwards & Company
Missouri
$6K -$5.5K -100 -50%
VCM
210
Versant Capital Management
Arizona
$6K +$110 +2 +2%
GAM
211
Gemmer Asset Management
California
$5K
SWM
212
Sugarloaf Wealth Management
Georgia
$5K
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$4K
FHA
214
Flagship Harbor Advisors
Massachusetts
$3K -$3.85K -70 -55%
WTC
215
WhitTier Trust Company
Nevada
$3K
PA
216
Parallel Advisors
California
$3K +$1.26K +23 +58%
CFD
217
Creative Financial Designs
Indiana
$3K +$3.24K +59 New
APA
218
American Portfolios Advisors
New York
$2.23K +$880 +16 +70%
GWM
219
Geneos Wealth Management
Colorado
$2K
IA
220
IFP Advisors
Florida
$2K
ABC
221
Associated Banc-Corp
Wisconsin
$2K +$1.48K +27 New
1IA
222
1834 Investment Advisors
Wisconsin
$2K +$2.09K +38 New
CAN
223
Cetera Advisor Networks
California
$2K +$2.25K +41 New
BWM
224
BerganKDV Wealth Management
Minnesota
$1K
EI
225
Ellevest Inc
New York
$1K