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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
526
TD Private Client Wealth
New York
$547K +$34.9K +565 +7%
LNC
527
Lincoln National Corp
Pennsylvania
$545K +$43.1K +699 +9%
FIA
528
Foundations Investment Advisors
Arizona
$544K +$21K +341 +4%
SW
529
SVB Wealth
Massachusetts
$544K -$68.9K -1,116 -11%
CBT
530
Central Bank & Trust
Kentucky
$540K -$21.2K -343 -4%
SIA
531
SeaBridge Investment Advisors
New Jersey
$537K -$40K -648 -7%
FTDI
532
First Trust Direct Indexing
Massachusetts
$537K +$45.2K +732 +9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
533
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$534K +$247K +4,000 +89%
BL
534
Balentine LLC
Georgia
$531K +$199K +3,220 +62%
H
535
HoyleCohen
California
$530K -$127K -2,055 -20%
PFS
536
Prospera Financial Services
Texas
$525K -$69.9K -1,133 -12%
SFI
537
Siemens Fonds Invest
Germany
$521K -$14.4K -234 -3%
FAIM
538
Financial Advocates Investment Management
Washington
$516K +$89.8K +1,456 +22%
YDMI
539
Y.D. More Investments
Israel
$514K +$504K +8,169 New
IGWM
540
ICA Group Wealth Management
Colorado
$513K -$64.9K -1,052 -11%
IAS
541
Insigneo Advisory Services
Florida
$505K +$496K +8,038 New
CM
542
Capula Management
Cayman Islands
$505K +$495K +8,030 New
SCP
543
Stamos Capital Partners
California
$505K +$495K +8,030 New
KCFA
544
Key Client Fiduciary Advisors
New Jersey
$502K -$86.1K -1,396 -15%
JRP
545
Jasper Ridge Partners
California
$498K
DWM
546
Darwin Wealth Management
Florida
$498K -$43.4K -703 -9%
IWC
547
Integrated Wealth Concepts
Massachusetts
$497K -$12.9K -209 -3%
NICM
548
Neo Ivy Capital Management
New York
$480K +$471K +7,632 New
AWM
549
Axxcess Wealth Management
California
$477K -$178K -2,885 -28%
KA
550
Kovack Advisors
Florida
$470K -$398K -6,455 -46%