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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
SHGA
901
Sand Hill Global Advisors
California
$399K
WMA
902
Wealth Management Associates
New Jersey
$396K -$90.5K -387 -18%
AW
903
ACG Wealth
Georgia
$396K -$132K -566 -24%
BCM
904
Bluefin Capital Management
New York
$395K -$7.06M -30,168 -95%
SSWM
905
Sheets Smith Wealth Management
North Carolina
$393K -$22K -94 -5%
CCMG
906
Clark Capital Management Group
Pennsylvania
$384K +$6.08K +26 +2%
AMC
907
Asset Management Corp
Illinois
$383K -$7.31M -31,250 -95%
BFEC
908
Benjamin F. Edwards & Company
Missouri
$383K +$7.95K +34 +2%
FTDI
909
First Trust Direct Indexing
Massachusetts
$382K -$10.5K -45 -3%
SIC
910
Samalin Investment Counsel
New York
$381K -$234 -1 -0.1%
CPIG
911
Chicago Partners Investment Group
Illinois
$380K +$11K +47 +3%
YWP
912
YorkBridge Wealth Partners
New York
$379K +$135K +578 +53%
CFG
913
Cooper Financial Group
California
$376K -$198K -848 -34%
ProShare Advisors
914
ProShare Advisors
Maryland
$376K +$43.3K +185 +13%
ZIG
915
Zuckerman Investment Group
Illinois
$376K +$112K +480 +41%
EWM
916
Elite Wealth Management
Washington
$370K +$110K +470 +40%
CA
917
Calton & Associates
Florida
$369K -$105K -450 -22%
CAAS
918
Capital Asset Advisory Services
Michigan
$369K +$48.7K +208 +15%
CA
919
Claro Advisors
Massachusetts
$367K +$88K +376 +30%
SIC
920
SFE Investment Counsel
California
$366K -$26.9K -115 -7%
PNAA
921
Pictet North America Advisors
Switzerland
$366K
CRWM
922
Castle Rock Wealth Management
California
$366K +$234 +1 +0.1%
CAM
923
Claret Asset Management
Quebec, Canada
$364K -$23.4K -100 -6%
TCA
924
Transcend Capital Advisors
New Jersey
$360K -$32K -137 -8%
BZWA
925
Blue Zone Wealth Advisors
California
$360K -$11.9K -51 -3%