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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
WKSWA
526
White Knight Strategic Wealth Advisors
New Jersey
$497K +$12.7K +180 +2%
WAP
527
Wealthcare Advisory Partners
Pennsylvania
$496K +$6.44K +91 +1%
CBT
528
Central Bank & Trust
Kentucky
$491K -$748K -10,564 -54%
BCM
529
BTC Capital Management
Iowa
$491K +$46.8K +661 +8%
PVH
530
Psagot Value Holdings
Israel
$489K +$404K +5,700 +178%
IAA
531
Independent Advisor Alliance
North Carolina
$487K -$40.2K -568 -6%
WHG
532
Westwood Holdings Group
Texas
$484K -$552K -7,794 -47%
DC
533
Davenport & Co
Virginia
$470K +$7.01K +99 +1%
SFI
534
Siemens Fonds Invest
Germany
$468K
WIM
535
WealthPlan Investment Management
Nebraska
$466K +$541K +7,634 New
HWM
536
HB Wealth Management
Georgia
$459K -$61K -861 -9%
FIA
537
Foundations Investment Advisors
Arizona
$458K -$59K -834 -9%
MMA
538
Miracle Mile Advisors
California
$458K +$590K +8,327 New
RIM
539
Regent Investment Management
Kentucky
$455K -$708 -10 -0.1%
ECM
540
Evergreen Capital Management
Washington
$454K +$113K +1,591 +24%
EGM
541
Engineers Gate Manager
New York
$453K -$3.4M -48,029 -85%
TC
542
TownSquare Capital
Utah
$449K -$19.5K -275 -3%
TPCW
543
TD Private Client Wealth
New York
$448K -$101K -1,421 -15%
IWC
544
Integrated Wealth Concepts
Massachusetts
$447K -$41.8K -591 -7%
LNC
545
Lincoln National Corp
Pennsylvania
$438K +$13.2K +186 +2%
JRP
546
Jasper Ridge Partners
California
$436K
FTDI
547
First Trust Direct Indexing
Massachusetts
$429K -$16.1K -227 -3%
DWM
548
Darwin Wealth Management
Florida
$428K -$4.18K -59 -0.8%
KeyBank National Association
549
KeyBank National Association
Ohio
$428K +$26.6K +375 +5%
AT
550
American Trust
Kentucky
$427K +$15.9K +224 +3%