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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
JRP
501
Jasper Ridge Partners
California
$538K
FFN
502
Focus Financial Network
Minnesota
$537K -$156K -2,673 -25%
1WA
503
180 Wealth Advisors
Washington
$533K +$218K +3,753 +92%
CA
504
Cache Advisors
California
$532K
HFM
505
Harvest Fund Management
China
$530K
HIP
506
Harrell Investment Partners
Texas
$529K +$453K +7,790 New
EWA
507
EP Wealth Advisors
California
$527K -$128K -2,205 -22%
JPWM
508
Jamison Private Wealth Management
Georgia
$526K -$13.5K -232 -3%
ECM
509
Eisler Capital Management
United Kingdom
$525K -$670K -11,519 -60%
SCA
510
Snowden Capital Advisors
New York
$518K -$4.54K -78 -1%
GWM
511
Geneos Wealth Management
Colorado
$517K +$79.6K +1,368 +22%
Brown Advisory
512
Brown Advisory
Maryland
$516K -$3.1M -53,340 -88%
AWM
513
AE Wealth Management
Kansas
$516K +$46K +790 +12%
ECM
514
Everence Capital Management
Indiana
$508K -$22.1K -380 -5%
AFAS
515
Acorn Financial Advisory Services
Virginia
$506K -$10.9K -188 -2%
BPC
516
Banque Pictet & Cie
Switzerland
$503K
OM
517
OV Management
Minnesota
$502K -$611K -10,495 -59%
JWCA
518
J.W. Cole Advisors
Florida
$500K +$51.7K +888 +14%
KIA
519
Knollwood Investment Advisory
Maryland
$496K
VT
520
Vise Technologies
New York
$486K +$416K +7,157 New
LWM
521
LJI Wealth Management
Indiana
$483K +$78K +1,340 +23%
AWM
522
Avior Wealth Management
Nebraska
$477K +$96.8K +1,664 +31%
AAP
523
Ardsley Advisory Partners
Connecticut
$476K +$407K +7,000 New
SWP
524
Sagespring Wealth Partners
Tennessee
$464K +$182K +3,127 +85%
CFG
525
Carter Financial Group
Illinois
$463K +$397K +6,817 New