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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
626
Aaron Wealth Advisors
Illinois
$282K -$56.2K -900 -18%
Empower Advisory Group
627
Empower Advisory Group
Colorado
$281K -$22.7K -363 -8%
SIG
628
Sargent Investment Group
Maryland
$279K -$74.3K -1,190 -22%
PWPS
629
Pinnacle Wealth Planning Services
Ohio
$279K -$5.31K -85 -2%
WP
630
Woodline Partners
California
$275K +$258K +4,134 New
CFG
631
Citizens Financial Group
Rhode Island
$274K -$379K -6,069 -60%
AWE
632
Avidian Wealth Enterprises
Texas
$272K -$162K -2,595 -39%
MA
633
MCF Advisors
Kentucky
$270K
SWA
634
SOA Wealth Advisors
New York
$269K -$376K -6,018 -60%
MPW
635
Monterey Private Wealth
California
$269K -$4.87K -78 -2%
KA
636
Kovack Advisors
Florida
$268K -$262K -4,195 -51%
MYLI
637
Meiji Yasuda Life Insurance
Japan
$268K
DAS
638
Dynamic Advisor Solutions
Arizona
$266K +$24.7K +396 +11%
LA
639
LBP AM
France
$266K -$678K -10,845 -73%
GDP
640
Great Diamond Partners
Maine
$265K +$33.2K +531 +15%
FFM
641
Forum Financial Management
Illinois
$265K +$2.94K +47 +1%
IEFM
642
IQ EQ Fund Management
Ireland
$265K +$31.6K +505 +15%
ECG
643
EPIQ Capital Group
California
$262K +$246K +3,941 New
SA
644
Sicart Associates
New York
$262K
TWP
645
Tempus Wealth Planning
California
$261K +$29.1K +466 +14%
VFA
646
Valeo Financial Advisors
Indiana
$258K -$133K -2,128 -35%
HIA
647
Harbor Investment Advisory
Maryland
$257K -$65.6K -1,050 -21%
FHA
648
First Horizon Advisors
Tennessee
$255K +$28K +448 +13%
GSEP
649
Golden State Equity Partners
California
$254K +$238K +3,815 New
UM
650
UniSuper Management
Australia
$253K +$237K +3,800 New