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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
WBG
826
Wharton Business Group
Pennsylvania
$478K
VC
827
Vicus Capital
Pennsylvania
$475K +$41.2K +211 +11%
KPW
828
Kore Private Wealth
New York
$472K +$55K +282 +15%
YMRC
829
Yorktown Management & Research Company
Virginia
$468K +$419K +2,150 New
QI
830
QS Investors
New York
$466K +$144K +739 +53%
WMA
831
Wealth Management Associates
New Jersey
$464K +$73.2K +375 +21%
SB
832
Strategic Blueprint
Georgia
$454K +$2.34K +12 +0.6%
CA
833
Calton & Associates
Florida
$452K -$43.5K -223 -10%
WA
834
WealthTrust Axiom
Pennsylvania
$452K +$405K +2,077 New
FCI
835
Financial Counselors Inc
Kansas
$450K -$30.2K -155 -7%
FPCP
836
Fort Point Capital Partners
California
$446K +$9.75K +50 +3%
CLOS
837
Compagnie Lombard Odier SCmA
Switzerland
$446K +$275K +1,410 +220%
PHS
838
Pekin Hardy Strauss
Illinois
$446K +$400K +2,050 New
TPWA
839
TRUE Private Wealth Advisors
Oregon
$444K -$19.5K -100 -5%
PA
840
Profund Advisors
Maryland
$441K +$53.8K +276 +16%
KC
841
KCL Capital
New York
$440K +$3.32K +17 +0.8%
AGA
842
Arkos Global Advisors
Texas
$438K +$1.95K +10 +0.5%
VWA
843
V Wealth Advisors
Kansas
$437K +$391K +2,006 New
VFM
844
Vivid Financial Management
California
$435K +$390K +2,000 New
CBT
845
Central Bank & Trust
Kentucky
$432K -$153K -784 -28%
MWM
846
Meridian Wealth Management
Kentucky
$430K -$79.2K -406 -17%
MCP
847
Mirador Capital Partners
California
$427K +$39.4K +202 +11%
EWA
848
Evolution Wealth Advisors
Florida
$426K -$41.2K -211 -10%
Bessemer Group
849
Bessemer Group
New Jersey
$426K +$223K +1,145 +141%
LSPW
850
Lake Street Private Wealth
Illinois
$425K -$56.8K -291 -13%