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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
601
Tempus Wealth Planning
California
$348K +$18.4K +263 +5%
CPIG
602
Chicago Partners Investment Group
Illinois
$348K +$66.2K +947 +20%
Westfield Capital Management
603
Westfield Capital Management
Massachusetts
$348K +$77.7K +1,110 +26%
KMWM
604
Keudell/Morrison Wealth Management
Oregon
$341K
GFA
605
Gallagher Fiduciary Advisors
Illinois
$332K +$13.3K +190 +4%
SFI
606
Siemens Fonds Invest
Germany
$330K +$29.7K +424 +9%
EPA
607
Element Pointe Advisors
Florida
$328K
IIA
608
IPG Investment Advisors
California
$327K +$355K +5,077 New
WB
609
WesBanco Bank
West Virginia
$326K -$2.45K -35 -0.7%
FCH
610
Freestone Capital Holdings
Washington
$326K -$10.4K -149 -3%
AAIM
611
American Assets Investment Management
California
$322K
AWA
612
Aaron Wealth Advisors
Illinois
$319K +$8.61K +123 +3%
LCM
613
Lazari Capital Management
California
$318K -$16.8K -240 -5%
PPWP
614
Premier Path Wealth Partners
New Jersey
$318K -$4.27K -61 -1%
H
615
HoyleCohen
California
$316K -$89.2K -1,275 -21%
MCM
616
MAI Capital Management
Ohio
$315K +$5.25K +75 +2%
SMH
617
Sanders Morris Harris
Texas
$314K
WWM
618
Western Wealth Management
Colorado
$312K -$7.28K -104 -2%
EP
619
Edgestream Partners
New Jersey
$312K +$92.4K +1,321 +38%
CPL
620
CAP Partners LLC
Tennessee
$311K +$4.34K +62 +1%
SW
621
SVB Wealth
Massachusetts
$311K -$9.72K -139 -3%
Lido Advisors
622
Lido Advisors
California
$310K -$7.63K -109 -2%
PCIA
623
Prime Capital Investment Advisors
Kansas
$310K -$304K -4,345 -48%
AAM
624
Azzad Asset Management
Virginia
$308K -$59K -843 -15%
SIC
625
Salem Investment Counselors
North Carolina
$305K -$31.5K -450 -9%