We are live on ! Find out more
XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
926
Pitti Group Wealth Management
New York
$358K +$480K +2,214 New
WMP
927
Wealth Management Partners
Arizona
$354K +$114K +524 +36%
AIM
928
Anchor Investment Management
South Carolina
$351K +$182K +840 +63%
DAM
929
Derbend Asset Management
Georgia
$351K -$97.5K -450 -17%
CPA
930
Cardiff Park Advisors
California
$350K +$470K +2,169 New
PA
931
Paragon Advisors
Texas
$349K -$1.02M -4,714 -69%
GPA
932
Guerra Pan Advisors
New Jersey
$349K +$468K +2,159 New
UMC
933
United Maritime Capital
New York
$347K – – –
MG
934
Mather Group
Illinois
$346K +$464K +2,143 New
FI
935
Finivi Inc
Massachusetts
$345K +$463K +2,137 New
PWLP
936
Prio Wealth Limited Partnership
Massachusetts
$345K +$1.95K +9 +0.4%
CWM
937
Cherrydale Wealth Management
New Jersey
$345K +$462K +2,134 New
FWM
938
Focused Wealth Management
New York
$343K +$5.42K +25 +1%
OGC
939
Oak Grove Capital
New Hampshire
$341K -$10.8K -50 -2%
GA
940
GraniteShares Advisors
New York
$341K +$458K +2,113 New
WMA
941
Wealth Management Associates
New Jersey
$339K +$15.6K +72 +4%
SG
942
Stonnington Group
California
$335K -$1.5M -6,935 -75%
SFA
943
Sequoia Financial Advisors
Ohio
$335K +$449K +2,073 New
TW
944
TrinityPoint Wealth
Connecticut
$334K – – –
CWS
945
Cypress Wealth Services
California
$332K -$36.6K -169 -8%
DY
946
Dowling & Yahnke
California
$331K +$15.2K +70 +4%
SF
947
Summit Financial
New Jersey
$329K +$67.6K +312 +18%
CGL
948
Clarius Group LLC
Washington
$329K -$650 -3 -0.1%
AT
949
American Trust
Kentucky
$329K +$441K +2,036 New
SS
950
Sunbelt Securities
Texas
$328K -$395K -1,825 -36%
36 37
38
39 40