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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
DC
476
Davenport & Co
Virginia
$622K -$6.12K -98 -1%
WKSWA
477
White Knight Strategic Wealth Advisors
New Jersey
$620K -$19.1K -306 -3%
CFB
478
Cullen/Frost Bankers
Texas
$620K +$427K +6,833 +275%
KA
479
Kintegral Advisory
New York
$613K
PIM
480
Profit Investment Management
Maryland
$607K -$13.6K -218 -2%
BPC
481
Banque Pictet & Cie
Switzerland
$600K
WWM
482
Westwood Wealth Management
California
$599K -$8.75K -140 -2%
MOS
483
MGO One Seven
Ohio
$599K +$232K +3,716 +70%
SG
484
StoneX Group
New York
$593K -$43.3K -693 -7%
PFS
485
Prospera Financial Services
Texas
$592K +$375 +6 +0.1%
WR
486
WD Rutherford
Oregon
$590K -$7.18K -115 -1%
AO
487
Advisor OS
Illinois
$586K +$46.1K +738 +9%
Carson Wealth (CWM LLC)
488
Carson Wealth (CWM LLC)
Nebraska
$583K -$30.1K -482 -5%
PL
489
Parkwood LLC
Ohio
$581K +$545K +8,724 New
SIM
490
Spark Investment Management
New York
$579K
TWC
491
TD Waterhouse Canada
Ontario, Canada
$575K -$348K -5,562 -40%
SIM
492
Sentry Investment Management
Wisconsin
$568K +$533K +8,536 New
SIA
493
SeaBridge Investment Advisors
New Jersey
$561K +$31.1K +497 +6%
B
494
Bailard
California
$554K -$2.6M -41,591 -83%
SIC
495
Salem Investment Counselors
North Carolina
$550K -$507K -8,121 -50%
LNC
496
Lincoln National Corp
Pennsylvania
$549K -$32.2K -516 -6%
PWM
497
Perigon Wealth Management
California
$547K -$1.94K -31 -0.4%
AGAM
498
Audent Global Asset Management
California
$544K +$511K +8,171 New
BFG
499
Bleakley Financial Group
New Jersey
$540K -$128K -2,042 -20%
SS
500
Simplicity Solutions
Minnesota
$540K -$375K -6,010 -43%