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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
IA
526
IFP Advisors
Florida
$609K
SF
527
Summit Financial
New Jersey
$609K -$10.3K -113 -1%
SFG
528
Synergy Financial Group
California
$607K -$61K -668 -6%
IAN
529
Integrated Advisors Network
Texas
$606K -$222K -2,425 -20%
X
530
Xponance
Pennsylvania
$603K -$4.12M -45,126 -82%
Capstone Investment Advisors
531
Capstone Investment Advisors
New York
$598K -$632K -6,921 -42%
FIA
532
Foundations Investment Advisors
Arizona
$595K +$190K +2,080 +29%
BPC
533
Banque Pictet & Cie
Switzerland
$594K
Carson Wealth (CWM LLC)
534
Carson Wealth (CWM LLC)
Nebraska
$591K +$149K +1,635 +20%
TPCW
535
TD Private Client Wealth
New York
$589K +$175K +1,917 +25%
NYLIM
536
New York Life Investment Management
New York
$586K +$871K +9,529 New
LP
537
Lloyd Park
Illinois
$584K +$216K +2,365 +33%
PWS
538
Precision Wealth Strategies
Missouri
$580K +$87.5K +958 +12%
IAA
539
Independent Advisor Alliance
North Carolina
$579K -$25.7K -281 -3%
SWM
540
SeaCrest Wealth Management
New York
$577K -$35.2K -385 -4%
F
541
F3Logic
Minnesota
$574K -$54.6K -598 -6%
BAM
542
Blueshift Asset Management
New Jersey
$572K +$417K +4,559 +96%
SIA
543
SeaBridge Investment Advisors
New Jersey
$570K +$90.1K +986 +12%
HWM
544
HB Wealth Management
Georgia
$566K +$34.4K +377 +4%
KCFA
545
Key Client Fiduciary Advisors
New Jersey
$565K +$105K +1,144 +14%
AWS
546
Atria Wealth Solutions
New York
$563K -$1.25M -13,646 -60%
WAP
547
Wealthcare Advisory Partners
Pennsylvania
$549K +$3.11K +34 +0.4%
TCA
548
Transcend Capital Advisors
New Jersey
$549K +$251K +2,750 +44%
TMAM
549
Tokio Marine Asset Management
Japan
$545K +$257K +2,812 +46%
WKSWA
550
White Knight Strategic Wealth Advisors
New Jersey
$544K +$13.7K +150 +2%