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Global Payments
GPN

Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
526
Brighton Jones LLC
Washington
$725K +$707K +6,466 New
SIA
527
SkyView Investment Advisors
New Jersey
$700K +$102K +934 +18%
GHA
528
GW Henssler & Associates
Georgia
$692K – – –
ACA
529
Aptus Capital Advisors
Alabama
$689K +$54.9K +502 +9%
ZIC
530
ZWJ Investment Counsel
Georgia
$680K -$30.1K -275 -4%
FA
531
Fiduciary Alliance
South Carolina
$678K +$661K +6,046 New
DAS
532
Diversify Advisory Services
Utah
$660K -$81.1K -742 -11%
CAM
533
Cozad Asset Management
Illinois
$653K +$73.2K +669 +13%
IAA
534
Independent Advisor Alliance
North Carolina
$645K +$55.2K +505 +10%
LA
535
Legacy Advisors
Pennsylvania
$644K -$74K -677 -11%
ECM
536
Everence Capital Management
Indiana
$640K – – –
BAM
537
Belpointe Asset Management
Nevada
$632K +$70.6K +646 +13%
IIM
538
Intact Investment Management
Quebec, Canada
$628K -$45.9K -420 -7%
TSS
539
Two Sigma Securities
New York
$627K +$612K +5,592 New
PP
540
Prudential plc
United Kingdom
$624K – – –
ST
541
Sabal Trust
Florida
$620K – – –
BWA
542
BlueChip Wealth Advisors
Georgia
$618K -$1.64K -15 -0.3%
VFA
543
Valeo Financial Advisors
Indiana
$613K +$102K +937 +21%
CA
544
Cache Advisors
California
$606K +$592K +5,409 New
RA
545
RFG Advisory
Alabama
$606K +$98.9K +904 +20%
SW
546
SVB Wealth
Massachusetts
$605K +$591K +5,403 New
PCA
547
Pallas Capital Advisors
Massachusetts
$605K +$58K +530 +11%
JPWM
548
Jamison Private Wealth Management
Georgia
$602K -$348K -3,182 -37%
OAM
549
Ostrum Asset Management
France
$599K -$367K -3,357 -39%
RI
550
Redwood Investments
Massachusetts
$599K – – –
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