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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
APA
351
American Portfolios Advisors
New York
$75.2K +$79.4K +2,169 New
BFEC
352
Benjamin F. Edwards & Company
Missouri
$74K -$12.8K -350 -14%
EWM
353
Endurance Wealth Management
Rhode Island
$69K -$18.3K -500 -20%
JWA
354
JFS Wealth Advisors
Pennsylvania
$69K +$73.2K +2,000 New
First Eagle Investment Management
355
First Eagle Investment Management
New York
$67K
GT
356
Glenmede Trust
Pennsylvania
$67K
OIA
357
OneDigital Investment Advisors
Kansas
$67K +$22.9K +625 +48%
WIM
358
Westside Investment Management
California
$55K -$9.15K -250 -16%
WEC
359
Winslow Evans & Crocker
Massachusetts
$48.5K +$51.3K +1,400 New
CA
360
Crewe Advisors
Utah
$45K +$47.6K +1,300 New
TFS
361
TrustCore Financial Services
Tennessee
$44K +$46.9K +1,280 New
PWM
362
Perigon Wealth Management
California
$43K +$41.3K +1,127 +1,127%
KWM
363
Kingsview Wealth Management
Oregon
$43K +$44.9K +1,227 New
SIAP
364
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$42K +$915 +25 +2%
PCG
365
Private Capital Group
Connecticut
$42K +$43.9K +1,200 New
SP
366
SWS Partners
Ohio
$40K +$41.8K +1,141 New
AF
367
Allworth Financial
California
$39K +$41.3K +1,128 New
SIC
368
Salem Investment Counselors
North Carolina
$35K
CLOS
369
Compagnie Lombard Odier SCmA
Switzerland
$35K +$36.6K +1,000 New
CAL
370
Capital Advisors Ltd
Ohio
$31K
FWM
371
Focused Wealth Management
New York
$31K +$14K +382 +73%
PFGIA
372
Patriot Financial Group Insurance Agency
Massachusetts
$31K +$27.5K +750 New
GWS
373
Glassman Wealth Services
Virginia
$29K +$293 +8 +1%
IWM
374
IHT Wealth Management
Illinois
$28K +$25.1K +685 New
FMLI
375
Fukoku Mutual Life Insurance
Japan
$28K +$29.3K +800 New