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Global Payments

Name Holding Trade Value Shares
Change
Change in
Stake
1W
651
1776 Wealth
Georgia
$355K -$9.15K -55 -3%
BFO
652
Boston Family Office
Massachusetts
$355K
TTWM
653
TCV Trust & Wealth Management
Virginia
$353K -$173K -1,040 -33%
MA
654
MANA Advisors
New York
$352K +$346K +2,077 New
EGWAG
655
Elwood & Goetz Wealth Advisory Group
Georgia
$350K
AT
656
Arden Trust
Delaware
$346K -$14.3K -86 -4%
KFC
657
Klingenstein Fields & Co
New York
$346K
IWC
658
Integrated Wealth Concepts
Massachusetts
$346K +$62.4K +375 +23%
CA
659
Clearstead Advisors
Ohio
$343K +$55.4K +333 +20%
PCA
660
Personal Capital Advisors
California
$337K +$331K +1,988 New
FNBT
661
FineMark National Bank & Trust
Florida
$336K -$4K -24 -1%
NFG
662
Next Financial Group
Texas
$336K +$12.3K +74 +4%
DC
663
Derby & Company
Massachusetts
$336K +$329K +1,978 New
NP
664
Ninepoint Partners
Ontario, Canada
$335K +$329K +1,975 New
EF
665
Empirical Finance
Pennsylvania
$332K +$42.3K +254 +15%
BG
666
Berry Group
Massachusetts
$327K +$333 +2 +0.1%
B
667
Barings
North Carolina
$326K
CC
668
Centiva Capital
New York
$326K +$320K +1,923 New
NICM
669
Neo Ivy Capital Management
New York
$325K +$159K +955 +99%
GW
670
GW & Wade
Massachusetts
$324K
LSAG
671
Lake Street Advisors Group
New Hampshire
$323K -$28.8K -173 -8%
SC
672
SouthState Corp
Florida
$321K
NNP
673
Nachman Norwood & Parrott
South Carolina
$316K +$19.3K +116 +7%
CIA
674
CSat Investment Advisory
Michigan
$314K +$191K +1,150 +164%
IAS
675
IMA Advisory Services
Colorado
$313K