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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
701
WJ Wealth Management
Arizona
$253K +$87.1K +953 +30%
DFC
702
DB Fitzpatrick & Co
Idaho
$253K +$164K +1,795 +78%
AFC
703
AFT Forsyth & Company
Florida
$251K -$91 -1 -0%
MGIA
704
Moneta Group Investment Advisors
Missouri
$251K +$40.9K +448 +12%
SF
705
Synovus Financial
Georgia
$250K -$548 -6 -0.1%
MA
706
MCF Advisors
Kentucky
$250K +$364K +3,980 +4,795%
MPW
707
Monterey Private Wealth
California
$249K +$457 +5 +0.1%
NIM
708
Northeast Investment Management
Massachusetts
$248K -$305K -3,333 -45%
EWM
709
Elite Wealth Management
Washington
$247K -$15.9K -174 -4%
CIBC Private Wealth Group
710
CIBC Private Wealth Group
Georgia
$246K -$1.08M -11,768 -75%
CST
711
Charles Schwab Trust
Nevada
$246K -$4.93K -54 -1%
BWP
712
BSW Wealth Partners
Colorado
$243K +$29.1K +318 +9%
RBFC
713
Roman Butler Fullerton & Co
Missouri
$242K -$1.46K -16 -0.4%
NW
714
Naviter Wealth
Arkansas
$242K +$359K +3,932 New
VHAM
715
Van Hulzen Asset Management
California
$240K +$65.1K +712 +22%
LC
716
Lindbrook Capital
California
$240K +$92.1K +1,008 +35%
PFGIA
717
Patriot Financial Group Insurance Agency
Massachusetts
$238K -$130K -1,428 -27%
DWM
718
Dakota Wealth Management
Florida
$238K +$353K +3,867 New
PCA
719
Personal Capital Advisors
California
$234K -$98.7K -1,080 -22%
BFEC
720
Benjamin F. Edwards & Company
Missouri
$231K -$45.9K -502 -12%
JCM
721
Jag Capital Management
Missouri
$230K -$31.1K -340 -8%
WA
722
Wealth Alliance
New York
$230K +$34.5K +378 +11%
TCWM
723
Total Clarity Wealth Management
Illinois
$229K -$47.1K -515 -12%
CWM
724
Cornerstone Wealth Management
Missouri
$229K +$20.9K +229 +7%
EWM
725
Empirical Wealth Management
Washington
$228K -$112K -1,225 -25%