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Global Payments
GPN

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
651
Poehling Capital Management
Wisconsin
$343K -$32.5K -233 -8%
TTWM
652
TCV Trust & Wealth Management
Virginia
$342K -$134K -960 -28%
NIMI
653
Natixis Investment Managers International
France
$342K +$169K +1,210 +94%
BP
654
Ballentine Partners
Massachusetts
$340K +$347K +2,487 New
KPCM
655
Kings Point Capital Management
New York
$332K -$42K -301 -11%
AG
656
Ascent Group
Virginia
$331K +$56.3K +403 +20%
FMAEN1
657
Fund Management at Engine No 1
California
$330K +$337K +2,411 New
SCM
658
Sandler Capital Management
New York
$328K +$335K +2,400 New
BAM
659
Belpointe Asset Management
Nevada
$325K +$72.9K +522 +28%
OSAM
660
O'Shaughnessy Asset Management
Connecticut
$324K +$71.5K +512 +28%
SCA
661
Snowden Capital Advisors
New York
$323K +$294K +2,102 +805%
AIA
662
Arbor Investment Advisors
North Carolina
$321K – – –
MWM
663
Modera Wealth Management
New Jersey
$317K -$197K -1,411 -38%
APP
664
Avantax Planning Partners
Iowa
$315K +$28.8K +206 +10%
FIM
665
Fruth Investment Management
Texas
$314K – – –
RG
666
Rathbones Group
United Kingdom
$313K -$307K -2,200 -49%
DHGWA
667
Dixon Hughes Goodman Wealth Advisors
North Carolina
$310K +$137K +978 +76%
MAM
668
Meeder Asset Management
Ohio
$309K +$316K +2,259 New
GCP
669
GSA Capital Partners
United Kingdom
$308K +$314K +2,248 New
AWS
670
Atria Wealth Solutions
New York
$307K +$314K +2,247 New
OWA
671
Opal Wealth Advisors
New York
$305K +$311K +2,227 New
PCA
672
Personal Capital Advisors
California
$303K -$12.9K -92 -4%
FNBT
673
FineMark National Bank & Trust
Florida
$303K +$978 +7 +0.3%
SIM
674
Sentry Investment Management
Wisconsin
$303K +$309K +2,214 New
LIA
675
LBMC Investment Advisors
Tennessee
$300K – – –
25 26
27
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