We are live on ! Find out more
XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMG
576
Clark Capital Management Group
Pennsylvania
$512K – – –
MWA
577
Moser Wealth Advisors
Washington
$511K +$48.8K +675 +13%
EI
578
Ellevest Inc
New York
$509K +$78.3K +1,082 +22%
JC
579
JB Capital
Connecticut
$503K +$133K +1,845 +45%
V
580
ViaWealth
Kansas
$503K -$18.1K -250 -4%
WKSWA
581
White Knight Strategic Wealth Advisors
New Jersey
$502K -$92.2K -1,275 -18%
SCM
582
SOL Capital Management
Maryland
$501K -$32.2K -445 -7%
CI
583
Cigna Investments
Connecticut
$501K +$4.92K +68 +1%
HWAM
584
Hennion & Walsh Asset Management
New Jersey
$497K -$9.55K -132 -2%
BCM
585
BTC Capital Management
Iowa
$496K +$424K +5,866 New
GWM
586
Geneos Wealth Management
Colorado
$494K -$25K -345 -6%
PPP
587
Private Portfolio Partners
New Jersey
$493K – – –
SFG
588
Synergy Financial Group
California
$490K -$2.96K -41 -0.7%
OAM
589
Ostrum Asset Management
France
$479K – – –
CIM
590
CIM Investment Management
Pennsylvania
$476K – – –
AAM
591
Azzad Asset Management
Virginia
$476K -$16.1K -223 -4%
MTIM
592
Marathon Trading Investment Management
Pennsylvania
$475K -$1.11M -15,398 -73%
SFP
593
Sweet Financial Partners
Minnesota
$475K – – –
BP
594
Ballentine Partners
Massachusetts
$474K +$34.9K +482 +9%
UB
595
UMB Bank
Missouri
$466K -$25.5K -353 -6%
ACA
596
Atlas Capital Advisors
Wyoming
$464K – – –
KCM
597
KRS Capital Management
Michigan
$464K +$170K +2,355 +75%
QCM
598
Qsemble Capital Management
New York
$464K +$397K +5,483 New
AFP
599
Ausdal Financial Partners
Iowa
$459K +$164K +2,271 +72%
AWM
600
Avior Wealth Management
Nebraska
$458K -$95.8K -1,324 -20%
22 23
24
25 26