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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
MMG
576
Monetary Management Group
Missouri
$2.04M +$205K +800 +10%
AF
577
Advisornet Financial
Minnesota
$2.03M +$50.3K +196 +2%
GG
578
Golden Green
South Carolina
$2.03M -$134K -521 -6%
IWC
579
Integrated Wealth Concepts
Massachusetts
$2.03M +$990K +3,855 +84%
BFO
580
Boston Family Office
Massachusetts
$2M +$213K +830 +11%
IA
581
IFP Advisors
Florida
$1.99M +$124K +481 +6%
QP
582
Quilter Plc
United Kingdom
$1.99M -$309K -1,204 -13%
VAS
583
Vestmark Advisory Solutions
Massachusetts
$1.98M +$201K +782 +10%
OIA
584
OneDigital Investment Advisors
Kansas
$1.97M +$259K +1,010 +14%
EPA
585
Element Pointe Advisors
Florida
$1.95M -$622K -2,421 -23%
F
586
F3Logic
Minnesota
$1.94M -$244K -950 -10%
FCM
587
Fortis Capital Management
Washington
$1.94M -$419K -1,631 -17%
ER
588
Enlightenment Research
Florida
$1.92M +$1.57M +6,099 +321%
RI
589
Redwood Investments
Massachusetts
$1.92M +$1.81M +7,058 +758%
LWM
590
Loveless Wealth Management
Montana
$1.9M -$95K -370 -4%
JRP
591
Jasper Ridge Partners
California
$1.9M
LNC
592
Lincoln National Corp
Pennsylvania
$1.88M -$52.1K -203 -3%
HZ
593
Hixon Zuercher
Ohio
$1.88M +$45.2K +176 +2%
TAL
594
TIG Advisors LLC
New York
$1.88M +$2.01M +7,829 New
BCM
595
Bienville Capital Management
New York
$1.87M
MYLI
596
Meiji Yasuda Life Insurance
Japan
$1.86M -$40.6K -158 -2%
MS
597
Mizuho Securities
Japan
$1.85M -$4.17M -16,220 -68%
DC
598
Davenport & Co
Virginia
$1.85M +$118K +458 +6%
Lido Advisors
599
Lido Advisors
California
$1.84M +$1.04M +4,051 +112%
BPA
600
Beacon Pointe Advisors
California
$1.83M -$22.9K -89 -1%