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Blackbaud

Name Holding Trade Value Shares
Change
Change in
Stake
PHK
201
Point72 Hong Kong
Hong Kong
$15K -$159K -2,743 -91%
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$14K +$2.21K +38 +18%
HIIFS
203
Harel Insurance Investments & Financial Services
Israel
$12K -$7.2K -124 -37%
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$11K +$4.36K +75 +70%
AF
205
Allworth Financial
California
$10K
TWA
206
TCI Wealth Advisors
Arizona
$9K +$8.54K +147 New
KFP
207
KB Financial Partners
New Jersey
$6K -$4.13K -71 -40%
MCC
208
Money Concepts Capital
Florida
$6K
TC
209
Truvestments Capital
Florida
$6K +$5.81K +100 New
PTC
210
Private Trust Company
Ohio
$6K +$6.22K +107 New
MAM
211
Meeder Asset Management
Ohio
$5K -$755 -13 -14%
VCM
212
Versant Capital Management
Arizona
$5K -$407 -7 -7%
First Manhattan
213
First Manhattan
New York
$5K
SWM
214
Sugarloaf Wealth Management
Georgia
$5K
BCWM
215
Bartlett & Co Wealth Management
Ohio
$4.36K +$4.36K +75 New
SPIA
216
Steward Partners Investment Advisory
New York
$4K
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$4K +$813 +14 +29%
MPWT
218
MassMutual Private Wealth & Trust
Connecticut
$4K +$3.08K +53 +379%
BIA
219
Bell Investment Advisors
California
$4K +$3.95K +68 New
BC
220
Bartlett & Co
Ohio
$4K +$4.36K +75 New
CFB
221
Cullen/Frost Bankers
Texas
$3K -$2.61K -45 -50%
PA
222
Parallel Advisors
California
$3K -$116 -2 -3%
CFD
223
Creative Financial Designs
Indiana
$3K
WTC
224
WhitTier Trust Company
Nevada
$3K
PLU
225
Performa Ltd (US)
South Carolina
$3K +$1.57K +27 +108%