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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
SOADOR
701
State of Alaska Department of Revenue
Alaska
$900K -$73K -312 -7%
CAG
702
Csenge Advisory Group
Florida
$900K +$115K +490 +17%
IWM
703
IHT Wealth Management
Illinois
$895K +$278K +1,188 +43%
LWM
704
Lyell Wealth Management
California
$879K -$35.1K -150 -4%
CG
705
Caprock Group
Idaho
$876K +$17.3K +74 +2%
OSAM
706
O'Shaughnessy Asset Management
Connecticut
$873K -$163K -696 -15%
PIM
707
Profit Investment Management
Maryland
$869K -$48.4K -207 -5%
GAM
708
Griffin Asset Management
New York
$860K +$204K +873 +30%
DTL
709
Dynamic Technology Lab
Singapore
$858K -$371K -1,585 -30%
FPS
710
Fieldpoint Private Securities
Connecticut
$858K -$268K -1,145 -23%
SF
711
Synovus Financial
Georgia
$858K -$25K -107 -3%
AO
712
Advisor OS
Illinois
$858K +$212K +908 +32%
AWA
713
Arete Wealth Advisors
Illinois
$841K +$133K +569 +18%
GWSG
714
GPS Wealth Strategies Group
Colorado
$840K +$18.2K +78 +2%
MIFH
715
Migdal Insurance & Financial Holdings
Israel
$838K +$220K +942 +34%
GG
716
Gofen & Glossberg
Illinois
$830K +$70.2K +300 +9%
GC
717
Grimes & Company
Massachusetts
$828K -$209K -893 -20%
AWA
718
Arkadios Wealth Advisors
Georgia
$827K +$523K +2,237 +159%
TC
719
Truvestments Capital
Florida
$826K +$73.2K +313 +9%
KTC
720
Kistler-Tiffany Companies
Pennsylvania
$823K +$76.7K +328 +10%
Cerity Partners
721
Cerity Partners
New York
$820K +$70.4K +301 +9%
PCA
722
Pallas Capital Advisors
Massachusetts
$815K +$881K +3,767 New
WA
723
Wealth Alliance
New York
$809K +$21.5K +92 +3%
ISWM
724
Independent Solutions Wealth Management
New York
$804K +$233K +997 +39%
BDS
725
Banco de Sabadell
Florida
$799K -$1.21M -5,167 -58%