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Blackbaud

Name Holding Trade Value Shares
Change
Change in
Stake
PHK
201
Point72 Hong Kong
Hong Kong
$30K -$12.5K -225 -30%
OSAM
202
O'Shaughnessy Asset Management
Connecticut
$29K
SPIA
203
Steward Partners Investment Advisory
New York
$27K +$8.01K +144 +44%
BCA
204
Berman Capital Advisors
Georgia
$19K +$723 +13 +4%
ASN
205
Advisory Services Network
Georgia
$13K -$2.5K -45 -17%
IPW
206
IronBridge Private Wealth
Texas
$12K +$11.3K +204 New
AF
207
Allworth Financial
California
$10K
Rockefeller Capital Management
208
Rockefeller Capital Management
New York
$9K -$6.67K -120 -43%
HWA
209
Heritage Wealth Advisors
Virginia
$7K +$6.67K +120 New
BAM
210
Barrett Asset Management
New York
$6K
PLU
211
Performa Ltd (US)
South Carolina
$6K +$5.56K +100 New
VCG
212
Vantage Consulting Group
Virginia
$6K +$5.84K +105 New
VCM
213
Versant Capital Management
Arizona
$5K -$222 -4 -4%
SWM
214
Sugarloaf Wealth Management
Georgia
$5K
GAM
215
Gemmer Asset Management
California
$5K +$111 +2 +3%
LWCFA
216
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K +$4.89K +88 New
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$4K
NFSG
218
Newbridge Financial Services Group
Florida
$4K +$667 +12 +21%
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$4K +$4.17K +75 New
AssetMark Inc
220
AssetMark Inc
California
$3K -$12.1K -218 -81%
CFD
221
Creative Financial Designs
Indiana
$3K
GWM
222
Geneos Wealth Management
Colorado
$3K
WTC
223
WhitTier Trust Company
Nevada
$3K
FCH
224
Freestone Capital Holdings
Washington
$2.3K
PA
225
Parallel Advisors
California
$2K -$1.39K -25 -40%