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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
MA
526
Mutual Advisors
Nebraska
$327K +$68.7K +1,109 +18%
TWC
527
TD Waterhouse Canada
Ontario, Canada
$325K -$70.7K -1,142 -14%
AWM
528
Apollon Wealth Management
South Carolina
$324K +$5.76K +93 +1%
IAA
529
Independent Advisor Alliance
North Carolina
$324K -$42.5K -687 -9%
MC
530
Moors & Cabot
Massachusetts
$324K -$33.3K -538 -7%
WSFS
531
Wilmington Savings Fund Society
Delaware
$323K -$2.91K -47 -0.6%
SGI
532
Summit Global Investments
Utah
$322K +$450K +7,266 New
RLWM
533
RF&L Wealth Management
Massachusetts
$322K
OTL
534
Oak Thistle LLC
New York
$321K +$449K +7,257 New
H
535
HoyleCohen
California
$321K -$27.9K -450 -6%
SIC
536
Salem Investment Counselors
North Carolina
$318K -$67.2K -1,085 -13%
Carson Wealth (CWM LLC)
537
Carson Wealth (CWM LLC)
Nebraska
$313K -$105K -1,690 -19%
CCMG
538
Clark Capital Management Group
Pennsylvania
$312K +$436K +7,049 New
BTWM
539
Baker Tilly Wealth Management
Wisconsin
$311K -$837K -13,523 -66%
CL
540
CSS LLC
Illinois
$310K +$433K +7,000 New
BHCM
541
Brevan Howard Capital Management
Jersey
$307K +$429K +6,928 New
BCV
542
Banque Cantonale Vaudoise
Switzerland
$305K +$102K +1,650 +31%
TCM
543
Tran Capital Management
California
$300K
AWM
544
Avior Wealth Management
Nebraska
$298K
WIM
545
WealthPlan Investment Management
Nebraska
$293K +$381K +6,160 +1,342%
SW
546
SVB Wealth
Massachusetts
$290K -$31.1K -503 -7%
BFS
547
Bradley Foster & Sargent
Connecticut
$288K
AM
548
AGF Management
Ontario, Canada
$288K +$403K +6,508 New
PL
549
Parkwood LLC
Ohio
$286K -$141K -2,273 -26%
KCM
550
KRS Capital Management
Michigan
$283K -$198K -3,205 -33%