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Blackbaud

Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
201
Lazard Asset Management
New York
$95K +$16.2K +210 +21%
PCG
202
Private Capital Group
Connecticut
$94K +$2.39K +31 +3%
HIIFS
203
Harel Insurance Investments & Financial Services
Israel
$50K -$2.16K -28 -4%
PHK
204
Point72 Hong Kong
Hong Kong
$47K -$63.3K -820 -58%
DWA
205
Dougherty Wealth Advisers
Minnesota
$47K
UB
206
UMB Bank
Missouri
$39K +$38.2K +495 New
FHA
207
First Horizon Advisors
Tennessee
$36K
FMP
208
Financial Management Professionals
Texas
$33K
IA
209
IFP Advisors
Florida
$25K -$541 -7 -2%
Schroder Investment Management Group
210
Schroder Investment Management Group
United Kingdom
$24K +$23.7K +307 New
ME
211
McIlrath & Eck
Washington
$22K -$5.1K -66 -19%
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$20K +$7.96K +103 +67%
MIFH
213
Migdal Insurance & Financial Holdings
Israel
$18K -$2.08K -27 -11%
HA
214
Homestead Advisers
Virginia
$18K +$4.17K +54 +32%
IPW
215
IronBridge Private Wealth
Texas
$16K
AF
216
Allworth Financial
California
$14K
DFCM
217
Dark Forest Capital Management
Puerto Rico
$14K +$13.5K +175 New
KFP
218
KB Financial Partners
New Jersey
$14K +$13.8K +179 New
Rockefeller Capital Management
219
Rockefeller Capital Management
New York
$12K
STCOSD
220
Sageworth Trust Company of South Dakota
South Dakota
$10K +$9.73K +126 New
HIA
221
Harbor Investment Advisory
Maryland
$9K -$15.4K -200 -63%
JEST
222
JTC Employer Solutions Trustee
Jersey
$9K
TC
223
Truvestments Capital
Florida
$8K -$2.32K -30 -23%
VCM
224
Versant Capital Management
Arizona
$8K
CWP
225
Concord Wealth Partners
Virginia
$8K +$3.86K +50 +89%