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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
901
Main Street Financial Solutions
Pennsylvania
$284K +$97.6K +806 +63%
LWM
902
Laidlaw Wealth Management
New York
$283K -$89.5K -739 -26%
AFS
903
AFG Fiduciary Services
Massachusetts
$282K +$50.5K +417 +25%
JAG
904
Journey Advisory Group
Kentucky
$280K +$48.3K +399 +24%
RWP
905
Revolve Wealth Partners
New Jersey
$277K +$6.9K +57 +3%
RFA
906
Resurgent Financial Advisors
Georgia
$277K +$247K +2,043 New
PFWA
907
Paces Ferry Wealth Advisors
Georgia
$276K +$246K +2,036 New
SW
908
SVB Wealth
Massachusetts
$276K +$247K +2,039 New
SBH
909
Segall Bryant & Hamill
Illinois
$275K
OIM
910
Oder Investment Management
California
$275K +$19.4K +160 +9%
WWP
911
WR Wealth Planners
Missouri
$273K +$244K +2,014 New
PA
912
Profund Advisors
Maryland
$273K -$41.6K -344 -15%
YMRC
913
Yorktown Management & Research Company
Virginia
$273K +$243K +2,011 New
Bank of Nova Scotia
914
Bank of Nova Scotia
Ontario, Canada
$273K +$244K +2,012 New
CCA
915
Checchi Capital Advisers
California
$272K +$34.4K +284 +16%
CCA
916
Catalyst Capital Advisors
New York
$271K -$1.15M -9,515 -83%
UMC
917
United Maritime Capital
New York
$271K -$18.2K -150 -7%
WCWM
918
Willow Creek Wealth Management
California
$270K
OC
919
Oarsman Capital
Wisconsin
$268K +$3.03K +25 +1%
GLA
920
Good Life Advisors
Pennsylvania
$267K +$238K +1,967 New
MTC
921
McDaniel Terry & Co
Texas
$267K +$238K +1,968 New
MFG
922
Magnus Financial Group
New York
$265K +$73.4K +606 +45%
NL
923
NWAM LLC
Washington
$263K +$60.4K +499 +35%
SIC
924
SFE Investment Counsel
California
$262K +$32.7K +270 +16%
PAI
925
Pittenger & Anderson Inc
Nebraska
$261K -$70.9K -586 -23%