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Blackbaud

Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
201
Lazard Asset Management
New York
$83K +$78.3K +1,086 New
HWMA
202
Heritage Wealth Management (Arizona)
Arizona
$80K +$35.8K +497 +90%
DFCM
203
Dark Forest Capital Management
Puerto Rico
$78K +$73K +1,013 New
PCG
204
Private Capital Group
Connecticut
$77K -$577 -8 -0.8%
ASN
205
Advisory Services Network
Georgia
$65K +$60.7K +842 New
HIIFS
206
Harel Insurance Investments & Financial Services
Israel
$51K -$82.4K -1,143 -63%
DWA
207
Dougherty Wealth Advisers
Minnesota
$45K
OSAM
208
O'Shaughnessy Asset Management
Connecticut
$38K
FHA
209
First Horizon Advisors
Tennessee
$35K +$2.74K +38 +9%
Acadian Asset Management
210
Acadian Asset Management
Massachusetts
$28K +$26.2K +363 New
BCA
211
Berman Capital Advisors
Georgia
$27K +$649 +9 +3%
ME
212
McIlrath & Eck
Washington
$27K +$10K +139 +67%
HIA
213
Harbor Investment Advisory
Maryland
$25K -$3.96K -55 -15%
CFB
214
Cullen/Frost Bankers
Texas
$23K +$15.4K +214 +238%
IA
215
IFP Advisors
Florida
$23K +$20.7K +287 +926%
ETC
216
Exchange Traded Concepts
Oklahoma
$21K +$19.5K +270 New
MIFH
217
Migdal Insurance & Financial Holdings
Israel
$20K -$8.44K -117 -31%
IPW
218
IronBridge Private Wealth
Texas
$16K
KFP
219
KB Financial Partners
New Jersey
$14K -$2.81K -39 -18%
AF
220
Allworth Financial
California
$13K
ST
221
Sageworth Trust
Pennsylvania
$13K +$12.3K +170 New
Rockefeller Capital Management
222
Rockefeller Capital Management
New York
$12K
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$11K
TC
224
Truvestments Capital
Florida
$10K
JEST
225
JTC Employer Solutions Trustee
Jersey
$9K +$8.22K +114 New