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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
BA
651
Bluesphere Advisors
Pennsylvania
$321K +$234K +4,146 New
MAS
652
Meeder Advisory Services
Ohio
$320K -$41.8K -740 -15%
PA
653
Parallel Advisors
California
$320K -$56.8K -1,004 -20%
PWPS
654
Pinnacle Wealth Planning Services
Ohio
$318K +$233K +4,113 New
CG
655
Caprock Group
Idaho
$318K +$232K +4,107 New
JC
656
JB Capital
Connecticut
$317K +$232K +4,104 New
JIP
657
Jaffetilchin Investment Partners
Florida
$315K +$230K +4,071 New
GT
658
Greenleaf Trust
Michigan
$314K +$230K +4,060 New
AWM
659
Accurate Wealth Management
Florida
$314K +$261K +4,624 New
MPW
660
Monterey Private Wealth
California
$312K +$228K +4,040 New
EWA
661
EP Wealth Advisors
California
$312K +$228K +4,038 New
MYLI
662
Meiji Yasuda Life Insurance
Japan
$312K +$228K +4,033 New
RSWM
663
Robertson Stephens Wealth Management
California
$311K +$228K +4,025 New
Empower Advisory Group
664
Empower Advisory Group
Colorado
$311K +$227K +4,015 New
UM
665
UniSuper Management
Australia
$309K +$11.3K +200 +5%
MA
666
MCF Advisors
Kentucky
$309K -$3.85K -68 -2%
GSEP
667
Golden State Equity Partners
California
$309K +$226K +3,989 New
SA
668
Sicart Associates
New York
$304K +$222K +3,930 New
SMH
669
Sanders Morris Harris
Texas
$302K -$42.4K -750 -15%
SIG
670
Sargent Investment Group
Maryland
$300K +$219K +3,875 New
GDP
671
Great Diamond Partners
Maine
$298K +$218K +3,856 New
SB
672
Strategic Blueprint
Georgia
$297K +$217K +3,844 New
VFA
673
Valeo Financial Advisors
Indiana
$297K +$217K +3,843 New
EDRH
674
Edmond de Rothschild Holding
Switzerland
$297K +$44.7K +790 +26%
HIA
675
Harbor Investment Advisory
Maryland
$295K -$2.88K -51 -1%