We are live on ! Find out more
XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
526
CIBC Private Wealth Group
Georgia
$306K -$39.5K -566 -12%
ASN
527
Advisory Services Network
Georgia
$304K +$54.5K +780 +23%
MOACM
528
Mutual of America Capital Management
New York
$303K +$292K +4,180 New
PP
529
PagnatoKarp Partners
Virginia
$302K +$21.6K +309 +8%
Mariner
530
Mariner
Kansas
$302K +$92.2K +1,320 +46%
MWM
531
Meridian Wealth Management
Kentucky
$301K -$37K -530 -11%
Mercer Global Advisors
532
Mercer Global Advisors
Colorado
$297K -$39.6K -567 -12%
CAN
533
Claraphi Advisory Network
United States
$293K +$282K +4,043 New
TSW
534
Thompson Siegel & Walmsley
Virginia
$290K -$105K -1,500 -27%
NWS
535
Newport Wealth Strategies
California
$290K -$41.9K -600 -14%
DIA
536
Dana Investment Advisors
Wisconsin
$288K -$55.8K -798 -17%
CWM
537
Cornerstone Wealth Management
Missouri
$288K +$42.5K +608 +18%
JRP
538
Jasper Ridge Partners
California
$287K
FI
539
FormulaFolio Investments
Michigan
$286K +$68.8K +985 +33%
IWC
540
Integrated Wealth Concepts
Massachusetts
$285K +$290K +4,157 New
CI
541
Cigna Investments
Connecticut
$284K +$24.2K +346 +11%
TFS
542
TrustCore Financial Services
Tennessee
$284K +$34.9K +500 +15%
FRM
543
Fox Run Management
Connecticut
$284K +$274K +3,917 New
GG
544
Gofen & Glossberg
Illinois
$281K
PHK
545
Point72 Hong Kong
Hong Kong
$280K +$270K +3,865 New
SO
546
STRS Ohio
Ohio
$277K -$161K -2,299 -38%
SA
547
Strategic Advisors
New York
$275K +$5.24K +75 +2%
TI
548
TTP Investments
California
$274K +$33K +473 +14%
PCM
549
Penserra Capital Management
California
$273K +$71.8K +1,028 +37%
BWCS
550
Beirne Wealth Consulting Services
Connecticut
$272K +$262K +3,754 New