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Blackbaud

Name Holding Trade Value Shares
Change
Change in
Stake
PHK
201
Point72 Hong Kong
Hong Kong
$42K +$44.7K +746 New
CIA
202
CSat Investment Advisory
Michigan
$37K +$4.85K +81 +14%
DWA
203
Dougherty Wealth Advisers
Minnesota
$33K
HIA
204
Harbor Investment Advisory
Maryland
$33K +$6.35K +106 +22%
Lazard Asset Management
205
Lazard Asset Management
New York
$28K -$35.1K -585 -54%
OSAM
206
O'Shaughnessy Asset Management
Connecticut
$28K +$29.8K +497 New
CYG
207
Clean Yield Group
Vermont
$21K
BCA
208
Berman Capital Advisors
Georgia
$18K +$6.95K +116 +53%
SPIA
209
Steward Partners Investment Advisory
New York
$18K +$19.8K +330 New
LWA
210
Lenox Wealth Advisors
New York
$16K
AssetMark Inc
211
AssetMark Inc
California
$15K -$1.02K -17 -6%
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$15K +$9.59K +160 +133%
ASN
213
Advisory Services Network
Georgia
$15K +$16K +267 New
SC
214
SouthState Corp
Florida
$11K
AF
215
Allworth Financial
California
$10K
NNP
216
Nachman Norwood & Parrott
South Carolina
$7K +$7.31K +122 New
BWM
217
BNC Wealth Management
Oregon
$7K +$7.73K +129 New
BAM
218
Barrett Asset Management
New York
$6K
FHA
219
First Horizon Advisors
Tennessee
$6K +$7.19K +120 New
VCM
220
Versant Capital Management
Arizona
$5K -$180 -3 -3%
SWM
221
Sugarloaf Wealth Management
Georgia
$5K
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$4K
GAM
223
Gemmer Asset Management
California
$4K
PA
224
Parallel Advisors
California
$4K
NFG
225
Next Financial Group
Texas
$3K -$468K -7,816 -99%