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Global Payments

Name Holding Trade Value Shares
Change
Change in
Stake
NAM
526
North American Management
Massachusetts
$750K – – –
SVB Wealth
527
SVB Wealth
Massachusetts
$733K -$173 -1 -0%
Sowell Financial Services
528
Sowell Financial Services
Arkansas
$724K +$128K +741 +22%
NorthCoast Asset Management
529
NorthCoast Asset Management
Connecticut
$717K +$2.94K +17 +0.4%
Profund Advisors
530
Profund Advisors
Maryland
$716K -$1.21K -7 -0.2%
Empirical Wealth Management
531
Empirical Wealth Management
Washington
$712K – – –
Calamos Wealth Management
532
Calamos Wealth Management
Illinois
$703K -$136K -785 -17%
First Horizon Advisors
533
First Horizon Advisors
Tennessee
$703K +$37.7K +218 +6%
Mount Yale Investment Advisors
534
Mount Yale Investment Advisors
Colorado
$697K +$19.4K +112 +3%
IFG Advisory
535
IFG Advisory
Georgia
$687K -$24.1K -139 -3%
Hartline Investment Corp
536
Hartline Investment Corp
Illinois
$680K -$7.25M -41,876 -92%
Corient Capital Partners
537
Corient Capital Partners
California
$674K -$51.4K -297 -7%
AWM
538
Altavista Wealth Management
North Carolina
$672K – – –
Souders Financial Advisors
539
Souders Financial Advisors
Ohio
$671K +$22.8K +132 +4%
Consolidated Planning Corp
540
Consolidated Planning Corp
Georgia
$668K -$121K -700 -16%
Point72 Hong Kong
541
Point72 Hong Kong
Hong Kong
$665K -$5.6M -32,389 -90%
AIS
542
AM Investment Strategies
Tennessee
$656K – – –
United Capital Financial Advisors
543
United Capital Financial Advisors
Texas
$656K +$14.2K +82 +2%
Argent Trust Co
544
Argent Trust Co
Tennessee
$656K +$189K +1,094 +42%
TFS
545
Thoroughbred Financial Services
Tennessee
$646K +$413K +2,389 +191%
Prudential plc
546
Prudential plc
United Kingdom
$633K -$3.12K -18 -0.5%
Anchor Investment Management
547
Anchor Investment Management
South Carolina
$631K – – –
Stratos Wealth Partners
548
Stratos Wealth Partners
Ohio
$627K +$28K +162 +5%
MAI Capital Management
549
MAI Capital Management
Ohio
$621K +$2.94K +17 +0.5%
Raymond James Trust
550
Raymond James Trust
Florida
$620K +$183K +1,055 +43%