We are live on ! Find out more
XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
SFI
501
Siemens Fonds Invest
Germany
$539K
OSAM
502
O'Shaughnessy Asset Management
Connecticut
$537K -$176K -2,819 -26%
AI
503
Atom Investors
Texas
$537K +$504K +8,061 New
IAA
504
Independent Advisor Alliance
North Carolina
$533K +$33.1K +530 +7%
MAS
505
Meeder Advisory Services
Ohio
$533K -$15.1K -241 -3%
KCFA
506
Key Client Fiduciary Advisors
New Jersey
$528K +$1.87K +30 +0.4%
JRP
507
Jasper Ridge Partners
California
$528K
MC
508
Moors & Cabot
Massachusetts
$523K -$197K -3,151 -29%
API
509
Advisor Partners II
California
$521K +$234K +3,743 +92%
H
510
HoyleCohen
California
$512K -$27.5K -440 -5%
ICP
511
Interchange Capital Partners
Pennsylvania
$511K +$250K +3,997 +109%
BPA
512
Beacon Pointe Advisors
California
$510K -$172K -2,748 -26%
SG Americas Securities
513
SG Americas Securities
New York
$506K -$7.34M -117,439 -94%
V
514
ViaWealth
Kansas
$504K -$115K -1,841 -20%
S
515
SignatureFD
Georgia
$499K -$238K -3,813 -34%
LNWWM
516
Laird Norton Wetherby Wealth Management
California
$498K -$130K -2,085 -22%
FAIM
517
Financial Advocates Investment Management
Washington
$496K -$11.1K -177 -2%
SC
518
Scotia Capital
Ontario, Canada
$496K -$122K -1,945 -21%
O
519
Ossiam
France
$494K -$849K -13,591 -65%
LTAS
520
Linden Thomas Advisory Services
North Carolina
$493K +$2.5K +40 +0.5%
WSFS
521
Wilmington Savings Fund Society
Delaware
$489K
IWM
522
IHT Wealth Management
Illinois
$484K -$13K -208 -3%
RLWM
523
RF&L Wealth Management
Massachusetts
$484K
AWM
524
Apollon Wealth Management
South Carolina
$481K -$41.5K -665 -8%
OWA
525
Octavia Wealth Advisors
Ohio
$479K +$16.7K +267 +4%