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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
XS
501
XR Securities
Illinois
$681K +$192K +3,398 +63%
SIA
502
SeaBridge Investment Advisors
New Jersey
$680K -$21.9K -388 -4%
CWP
503
CFM Wealth Partners
Texas
$679K -$9.84K -174 -2%
MMA
504
Miracle Mile Advisors
California
$675K -$8.31K -147 -2%
JPWM
505
Jamison Private Wealth Management
Georgia
$674K -$26.3K -466 -5%
SIM
506
Spark Investment Management
New York
$673K
PFS
507
Prospera Financial Services
Texas
$670K +$61.2K +1,083 +14%
Axa
508
Axa
France
$659K -$62.4K -1,103 -11%
BFG
509
Berger Financial Group
Minnesota
$659K -$107K -1,887 -18%
PIM
510
Profit Investment Management
Maryland
$654K -$20.1K -356 -4%
SF
511
Synovus Financial
Georgia
$651K +$476K +8,420 New
HSA
512
Hussman Strategic Advisors
Maryland
$650K -$226K -4,000 -32%
DC
513
Davenport & Co
Virginia
$647K -$34.5K -611 -7%
MGP
514
Metis Global Partners
California
$645K -$292K -5,164 -38%
GIA
515
Gladstone Institutional Advisory
Florida
$641K +$469K +8,291 New
UCFA
516
United Capital Financial Advisors
Texas
$640K +$468K +8,280 New
CFB
517
Cullen/Frost Bankers
Texas
$631K -$55K -972 -11%
WWM
518
Westwood Wealth Management
California
$627K -$20.4K -360 -4%
PAI
519
Pittenger & Anderson Inc
Nebraska
$619K +$452K +8,000 New
FAIM
520
Financial Advocates Investment Management
Washington
$618K -$21K -371 -4%
AIA
521
Angeles Investment Advisors
California
$614K -$3.73K -66 -0.8%
JRP
522
Jasper Ridge Partners
California
$613K
SS
523
Sunbelt Securities
Texas
$612K +$15.5K +275 +4%
RIA
524
Regal Investment Advisors
Michigan
$610K -$4.13K -73 -0.9%
OWA
525
Octavia Wealth Advisors
Ohio
$603K -$23K -406 -5%