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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
501
Almanack Investment Partners
Pennsylvania
$361K -$660K -9,101 -65%
WCWM
502
Willow Creek Wealth Management
California
$360K
CIBC Private Wealth Group
503
CIBC Private Wealth Group
Georgia
$358K -$777K -10,720 -69%
DIA
504
Dana Investment Advisors
Wisconsin
$357K +$345K +4,766 New
FAS
505
Formuepleje A/S
Denmark
$353K +$29.7K +410 +10%
MWM
506
Meridian Wealth Management
Kentucky
$351K +$14.4K +199 +4%
Mercer Global Advisors
507
Mercer Global Advisors
Colorado
$350K +$338K +4,665 New
MIG
508
McGuire Investment Group
Rhode Island
$349K +$14.5K +200 +4%
PAM
509
Panagora Asset Management
Massachusetts
$348K +$203K +2,802 +152%
GLA
510
Good Life Advisors
Pennsylvania
$343K +$325K +4,487 New
HH
511
Hilltop Holdings
Texas
$343K +$332K +4,585 New
ACM
512
Allred Capital Management
Texas
$342K +$1.3K +18 +0.4%
FVWA
513
Foster Victor Wealth Advisors
South Carolina
$339K +$109K +1,500 +50%
MHS
514
M Holdings Securities
Oregon
$338K +$68.6K +946 +26%
FWM
515
Frontier Wealth Management
Missouri
$337K
SLG
516
Stanley-Laman Group
Pennsylvania
$336K +$325K +4,489 New
ACI
517
Alpha Cubed Investments
California
$336K +$325K +4,491 New
IRF
518
IBM Retirement Fund
New York
$334K
GAMC
519
Garner Asset Management Corp
Texas
$333K -$435 -6 -0.1%
PPP
520
Private Portfolio Partners
New Jersey
$328K +$14.6K +202 +5%
NWS
521
Newport Wealth Strategies
California
$323K +$304K +4,190 New
FA
522
FCG Advisors
New Jersey
$322K -$217 -3 -0.1%
NCM
523
Next Capital Management
New York
$322K
H
524
HoyleCohen
California
$322K +$312K +4,300 New
PAM
525
Private Asset Management
California
$316K -$72.5K -1,000 -19%