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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
751
Sutton Wealth Advisors
Florida
$9.21K -$2.35K -38 -15%
C
752
Covestor
United Kingdom
$9K -$62 -1 -0.5%
ST
753
Smithfield Trust
Pennsylvania
$9K
TSW
754
Thompson Siegel & Walmsley
Virginia
$9K
CTB
755
Country Trust Bank
Illinois
$8.85K
IWP
756
IAG Wealth Partners
Wisconsin
$8.85K
KFI
757
Key Financial Inc
Pennsylvania
$8.28K
EARNEST Partners
758
EARNEST Partners
Georgia
$8.23K
AFG
759
Albion Financial Group
Utah
$8.19K
OP
760
ORG Partners
Indiana
$8.17K -$4.71K -76 -29%
AWM
761
Abound Wealth Management
Tennessee
$7.92K
BIA
762
Bell Investment Advisors
California
$7.35K -$4.15K -67 -29%
PWMG
763
Prestige Wealth Management Group
New Jersey
$7.3K
MPWT
764
MassMutual Private Wealth & Trust
Connecticut
$7.04K +$4.64K +75 +89%
T
765
TOBAM
France
$7K -$19.4K -314 -65%
HFS
766
HBC Financial Services
Washington
$7K
CAC
767
Core Alternative Capital
Georgia
$6.99K
FFA
768
Fairfield Financial Advisors
Massachusetts
$6.64K
OIA
769
Optimum Investment Advisors
Illinois
$6.64K
BCPWM
770
Bradley & Co Private Wealth Management
Florida
$6.46K +$9.04K +146 New
TAM
771
Tucker Asset Management
Colorado
$6.29K
CWM
772
CarsonAllaria Wealth Management
Illinois
$6.02K
CTA
773
Colonial Trust Advisors
South Carolina
$5.97K
WWP
774
WR Wealth Planners
Missouri
$5.93K
NSIM
775
North Star Investment Management
Illinois
$5.67K