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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
626
Cloverfields Capital Group
Minnesota
$1.61M +$1.72M +6,706 New
KWM
627
Kingsview Wealth Management
Oregon
$1.61M +$33.1K +129 +2%
LWAC
628
Laurel Wealth Advisors (California)
California
$1.58M -$237K -924 -12%
BRWM
629
B. Riley Wealth Management
Tennessee
$1.58M +$1.69M +6,580 New
AAM
630
Arabesque Asset Management
United Kingdom
$1.57M +$1.68M +6,546 New
AWA
631
Arkadios Wealth Advisors
Georgia
$1.57M +$205K +797 +14%
RCIM
632
Russell Clark Investment Management
United Kingdom
$1.56M – – –
MA
633
Modus Advisors
Minnesota
$1.56M +$13.1K +51 +0.8%
CI
634
Cavalier Investments
Georgia
$1.54M +$305K +1,189 +23%
FTDI
635
First Trust Direct Indexing
Massachusetts
$1.54M -$180K -702 -10%
WWM
636
WT Wealth Management
Arizona
$1.54M +$102K +399 +7%
PWM
637
Perigon Wealth Management
California
$1.54M +$81.7K +318 +5%
BCM
638
BlueCrest Capital Management
Jersey
$1.53M +$240K +936 +17%
WAM
639
Werlinich Asset Management
Connecticut
$1.52M -$12.8K -50 -0.8%
AGA
640
Accuvest Global Advisors
Utah
$1.52M – – –
BAM
641
Belpointe Asset Management
Nevada
$1.52M -$249K -970 -13%
RJT
642
Raymond James Trust
Florida
$1.52M +$59.1K +230 +4%
WCM
643
Whitener Capital Management
North Carolina
$1.51M -$5.91K -23 -0.3%
EWM
644
Empirical Wealth Management
Washington
$1.5M +$128K +497 +9%
ACM
645
AlphaStar Capital Management
North Carolina
$1.49M +$1.45M +5,635 New
GIA
646
Gladstone Institutional Advisory
Florida
$1.48M +$117K +454 +8%
RSC
647
Red Spruce Capital
Pennsylvania
$1.48M +$66.8K +260 +4%
GAA
648
Green Alpha Advisors
Colorado
$1.47M +$34.7K +135 +2%
AFC
649
AFT Forsyth & Company
Florida
$1.46M -$50.1K -195 -3%
BF
650
BOK Financial
Oklahoma
$1.45M +$1.56M +6,062 New
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