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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
GCM
626
Grisanti Capital Management
New York
$75K +$72.5K +1,000 New
OIA
627
Optimum Investment Advisors
Illinois
$75K +$72.5K +1,000 New
IFAM
628
Institutional & Family Asset Management
Colorado
$73K +$4.35K +60 +7%
PFO
629
Pathstone Family Office
New Jersey
$71K +$45.8K +632 +193%
CAL
630
Capital Advisors Ltd
Ohio
$67K
HCM
631
Highlander Capital Management
New Jersey
$67K
WEC
632
Winslow Evans & Crocker
Massachusetts
$64K +$20.3K +280 +51%
GWS
633
Glassman Wealth Services
Virginia
$62K +$217 +3 +0.4%
CAGAS
634
Capital Advisory Group Advisory Services
Minnesota
$62K +$7.61K +105 +14%
PCP
635
Proficio Capital Partners
Massachusetts
$62K +$51.5K +710 +623%
EFSCE
636
Enterprise Financial Services Corp (EFSC)
Missouri
$59K -$1.67K -23 -3%
CAPTRUST Financial Advisors
637
CAPTRUST Financial Advisors
North Carolina
$59K +$21K +290 +58%
BCI
638
Brinker Capital Investments
Pennsylvania
$57K +$47.8K +659 +659%
PWM
639
PRW Wealth Management
Massachusetts
$53K +$48.3K +666 +2,220%
EDRH
640
Edmond de Rothschild Holding
Switzerland
$45K
JCM
641
Jacobi Capital Management
Pennsylvania
$45K
RCAG
642
Rehmann Capital Advisory Group
Michigan
$44.1K
RFC
643
Regions Financial Corp
Alabama
$43K +$14.5K +200 +53%
TFGT
644
TS Financial Group (TSFG)
Illinois
$43K +$41.3K +570 New
RFM
645
Royal Fund Management
Florida
$42K
JWA
646
JFS Wealth Advisors
Pennsylvania
$41K
LWCFA
647
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$39K -$36.2K -500 -49%
SIAS
648
Shine Investment Advisory Services
Colorado
$38K +$26.5K +366 +258%
CFA
649
Carroll Financial Associates
North Carolina
$38K +$28.6K +395 +316%
OWD
650
Osborn Williams & Donohoe
Ohio
$38K +$36.2K +500 New