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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CIM
651
CIM Investment Management
Pennsylvania
$460K -$1.72K -21 -0.4%
TSWM
652
Tyler-Stone Wealth Management
Ohio
$458K
GFA
653
Gallagher Fiduciary Advisors
Illinois
$458K +$9.93K +121 +2%
IWM
654
IHT Wealth Management
Illinois
$452K -$40.3K -491 -8%
KMWM
655
Keudell/Morrison Wealth Management
Oregon
$449K
EI
656
Ellevest Inc
New York
$449K +$1.23K +15 +0.3%
OF
657
Optimize Financial
California
$446K +$430K +5,244 New
V
658
ViaWealth
Kansas
$443K -$43.1K -525 -9%
WIA
659
Wealthedge Investment Advisors
New York
$443K +$428K +5,215 New
HFM
660
Harvest Fund Management
China
$443K +$285K +3,479 +202%
FCH
661
Freestone Capital Holdings
Washington
$439K -$10.2K -124 -2%
MA
662
Mutual Advisors
Nebraska
$435K +$40.9K +498 +11%
AG
663
Ascent Group
Virginia
$428K +$413K +5,034 New
LNWWM
664
Laird Norton Wetherby Wealth Management
California
$427K -$145K -1,764 -26%
WB
665
WesBanco Bank
West Virginia
$425K
AAIM
666
American Assets Investment Management
California
$425K
UBP
667
Union Bancaire Privee
Switzerland
$421K +$388K +4,728 New
HCA
668
Harbor Capital Advisors
Illinois
$416K -$246K -3,002 -38%
SMH
669
Sanders Morris Harris
Texas
$416K
Lido Advisors
670
Lido Advisors
California
$415K +$44.7K +545 +13%
AGDI
671
Absolute Gestao de Investimentos
Brazil
$415K +$400K +4,879 New
SW
672
SVB Wealth
Massachusetts
$411K +$397K +4,840 New
EFG
673
Everhart Financial Group
Ohio
$409K +$47.9K +584 +14%
RC
674
Rahlfs Capital
Texas
$409K +$394K +4,808 New
HIA
675
Harbor Investment Advisory
Maryland
$402K +$92.3K +1,125 +31%