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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
SA
551
Strategic Advisors
New York
$252K +$11.4K +178 +5%
CG
552
Colony Group
Massachusetts
$252K +$257K +4,022 New
MPW
553
Monterey Private Wealth
California
$252K +$258K +4,034 New
Rockefeller Capital Management
554
Rockefeller Capital Management
New York
$251K +$148K +2,310 +135%
LCAM
555
London & Capital Asset Management
United Kingdom
$250K
JRP
556
Jasper Ridge Partners
California
$248K
AG
557
AlphaSimPlex Group
Massachusetts
$248K +$254K +3,968 New
WMA
558
Wealth Management Associates
New Jersey
$244K
KCM
559
Karp Capital Management
California
$244K -$6.39K -100 -2%
SO
560
STRS Ohio
Ohio
$239K
ER
561
Enlightenment Research
Florida
$238K +$243K +3,800 New
OPS
562
Orion Portfolio Solutions
Nebraska
$238K +$243K +3,802 New
QI
563
QS Investors
New York
$237K
IWC
564
Integrated Wealth Concepts
Massachusetts
$234K -$9.52K -149 -4%
DADC
565
D.A. Davidson & Co
Montana
$234K -$7.16K -112 -3%
RE
566
RBC Europe
United Kingdom
$234K +$144K +2,253 +152%
ISWM
567
Independent Solutions Wealth Management
New York
$232K +$237K +3,704 New
HKAM
568
Horizon Kinetics Asset Management
New York
$230K -$17.6K -276 -7%
MC
569
Machina Capital
France
$229K +$234K +3,656 New
MOACM
570
Mutual of America Capital Management
New York
$227K -$35.3K -552 -13%
BSW
571
Buckingham Strategic Wealth
Missouri
$225K +$229K +3,590 New
GWM
572
Geneos Wealth Management
Colorado
$222K -$15.9K -249 -7%
CWM
573
Cornerstone Wealth Management
Missouri
$221K -$24.7K -387 -10%
PAS
574
Partnervest Advisory Services
California
$219K -$119K -1,862 -35%
VFA
575
Valeo Financial Advisors
Indiana
$219K +$24.7K +387 +12%