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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
701
Cypress Wealth Services
California
$765K +$685K +3,514 New
CI
702
Cigna Investments
Connecticut
$763K -$51.7K -265 -7%
SLAM
703
Swiss Life Asset Management
$762K
UB
704
UMB Bank
Missouri
$757K +$13.1K +67 +2%
WA
705
Wealth Alliance
New York
$756K +$5.46K +28 +0.8%
ETC
706
Exchange Traded Concepts
Oklahoma
$756K +$297K +1,525 +78%
BC
707
Bridgefront Capital
Texas
$746K +$669K +3,428 New
TEC
708
Tiger Eye Capital
Tennessee
$744K
PG
709
Pendal Group
Australia
$739K
SMF
710
Sterling Manor Financial
New York
$736K +$659K +3,380 New
IA
711
Insight Advisors
Pennsylvania
$734K +$658K +3,371 New
JAWM
712
J. Arnold Wealth Management
Ohio
$732K +$251K +1,289 +62%
GG
713
Gofen & Glossberg
Illinois
$730K
CF
714
Centaurus Financial
California
$729K -$534K -2,739 -45%
TC
715
Truvestments Capital
Florida
$723K +$43.1K +221 +7%
WWM
716
WJ Wealth Management
Arizona
$722K +$116K +594 +22%
Cerity Partners
717
Cerity Partners
New York
$720K +$110K +566 +21%
KTC
718
Kistler-Tiffany Companies
Pennsylvania
$718K +$5.85K +30 +0.9%
BIAS
719
Beacon Investment Advisory Services
New Jersey
$718K +$643K +3,297 New
ACI
720
Alpha Cubed Investments
California
$716K +$48.8K +250 +8%
TFS
721
TrustCore Financial Services
Tennessee
$714K -$44.3K -227 -6%
EI
722
Ethic Inc
New York
$713K +$236K +1,210 +59%
WU
723
Wealthsimple US
New York
$706K
SBH
724
Segall Bryant & Hamill
Illinois
$703K +$141K +722 +29%
V
725
Veritable
Delaware
$701K +$138K +709 +28%