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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
951
Level Four Advisory Services
Texas
$237K +$51.2K +423 +32%
EWA
952
Encompass Wealth Advisors
Oregon
$235K
QPWM
953
Quadrant Private Wealth Management
Pennsylvania
$235K +$210K +1,732 New
CG
954
Colony Group
Massachusetts
$233K -$5.33K -44 -3%
RF
955
Rollins Financial
Georgia
$232K +$207K +1,708 New
TF
956
Trek Financial
Arizona
$231K +$206K +1,700 New
EWM
957
Evercore Wealth Management
New York
$231K +$206K +1,705 New
MFG
958
Menard Financial Group
Texas
$230K +$206K +1,698 New
CCMG
959
Clark Capital Management Group
Pennsylvania
$228K +$1.09K +9 +0.5%
HCMG
960
Howard Capital Management Group
California
$228K +$15.1K +125 +8%
ACM
961
Aljian Capital Management
Nevada
$228K +$199K +1,645 New
Koshinski Asset Management
962
Koshinski Asset Management
Illinois
$228K -$92.6K -765 -31%
GPA
963
Guerra Pan Advisors
New Jersey
$226K +$12.1K +100 +5%
AWE
964
Avidian Wealth Enterprises
Texas
$225K +$18.6K +154 +10%
CS
965
Comerica Securities
Michigan
$224K -$13.4K -111 -6%
ZIG
966
Zuckerman Investment Group
Illinois
$224K
DA
967
Doliver Advisors
Texas
$224K +$200K +1,649 New
RSWM
968
Robertson Stephens Wealth Management
California
$223K +$200K +1,649 New
CWS
969
Cypress Wealth Services
California
$222K -$50.4K -416 -20%
WIA
970
World Investment Advisors
California
$221K +$198K +1,632 New
IAP
971
Indie Asset Partners
Indiana
$220K +$20K +165 +11%
MCM
972
Mendel Capital Management
Arkansas
$219K
PNAA
973
Pictet North America Advisors
Switzerland
$219K
DGAM
974
Desjardins Global Asset Management
Quebec, Canada
$217K +$36.7K +303 +23%
SSWM
975
Sheets Smith Wealth Management
North Carolina
$215K -$15.9K -131 -8%