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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
526
Vanguard Personalized Indexing Management
California
$2.06M +$338K +1,444 +19%
MIM
527
Moseley Investment Management
Florida
$2.06M +$567K +2,423 +36%
OIA
528
OneDigital Investment Advisors
Kansas
$2.05M +$288K +1,231 +16%
GWM
529
Geneos Wealth Management
Colorado
$2.03M -$73.5K -314 -4%
MSR
530
Main Street Research
Connecticut
$2.02M +$2.08M +8,897 New
NW
531
NewEdge Wealth
Pennsylvania
$2.01M +$2.07M +8,836 New
GC
532
GFG Capital
Florida
$2M +$115K +490 +6%
GG
533
Golden Green
South Carolina
$2M -$1.64M -7,029 -44%
CCA
534
Catalyst Capital Advisors
New York
$1.99M -$257K -1,100 -11%
LWM
535
Loveless Wealth Management
Montana
$1.98M -$59.2K -253 -3%
OCM
536
Orser Capital Management
Texas
$1.97M +$11.7K +50 +0.6%
MCC
537
Money Concepts Capital
Florida
$1.94M +$85.1K +364 +4%
KeyBank National Association
538
KeyBank National Association
Ohio
$1.92M +$31.8K +136 +2%
H
539
HoyleCohen
California
$1.92M +$130K +555 +7%
JWCA
540
J.W. Cole Advisors
Florida
$1.91M +$290K +1,241 +17%
PP
541
Prudential plc
United Kingdom
$1.9M
MOS
542
MGO One Seven
Ohio
$1.87M +$66.2K +283 +4%
VAS
543
Vestmark Advisory Solutions
Massachusetts
$1.84M +$1.89M +8,089 New
PWA
544
Phoenix Wealth Advisors
North Carolina
$1.83M +$124K +531 +7%
GAA
545
Green Alpha Advisors
Colorado
$1.83M +$159K +679 +9%
BCM
546
Beck Capital Management
Texas
$1.83M +$1.88M +8,041 New
JRP
547
Jasper Ridge Partners
California
$1.8M
PA
548
Parallel Advisors
California
$1.8M -$409K -1,748 -18%
EF
549
Empowered Funds
Pennsylvania
$1.79M
IA
550
IFP Advisors
Florida
$1.78M +$162K +693 +10%