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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
451
Whitener Capital Management
North Carolina
$12K
BA
452
Ballew Advisors
Mississippi
$12K +$11.2K +243 New
BWP
453
Baldwin Wealth Partners
Massachusetts
$11K -$4.59K -100 -31%
AIS
454
Accurate Investment Solutions
Pennsylvania
$10K
FMP
455
Financial Management Professionals
Texas
$10K
HRC
456
Hoertkorn Richard Charles
$10K
NSIM
457
North Star Investment Management
Illinois
$10K +$9.18K +200 New
EARNEST Partners
458
EARNEST Partners
Georgia
$9K
TWA
459
TCI Wealth Advisors
Arizona
$9K +$688 +15 +9%
First Manhattan
460
First Manhattan
New York
$9K +$9.18K +200 New
SIAS
461
Shine Investment Advisory Services
Colorado
$8K +$7.67K +167 New
FPFS
462
First Personal Financial Services
North Carolina
$8K +$7.71K +168 New
S
463
SignatureFD
Georgia
$7K +$6.84K +149 New
GEA
464
Glen Eagle Advisors
New Jersey
$6.64K +$6.2K +135 New
AGA
465
Accuvest Global Advisors
Utah
$6K -$1.65K -36 -23%
Carson Wealth (CWM LLC)
466
Carson Wealth (CWM LLC)
Nebraska
$6K
DAM
467
Delta Asset Management
Tennessee
$6K +$5.97K +130 New
HNB
468
Huntington National Bank
Ohio
$5K -$18.4K -400 -80%
CFA
469
Carroll Financial Associates
North Carolina
$5K
CWM
470
Catamount Wealth Management
Connecticut
$5K
RWG
471
Regal Wealth Group
California
$5K
BFC
472
Bedel Financial Consulting
Indiana
$5K +$4.59K +100 New
PCP
473
Proficio Capital Partners
Massachusetts
$4K
ADL
474
Asset Dedication LLC
California
$4K +$3.49K +76 New
LF
475
Lee Financial
Texas
$4K +$3.58K +78 New