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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
FDCP
951
Foster Dykema Cabot & Partners
Massachusetts
$2.38K
SGK
952
Steigerwald Gordon & Koch
Virginia
$2.38K +$2.47K +33 New
IWM
953
IMG Wealth Management
Florida
$2.24K
BHWM
954
Bay Harbor Wealth Management
Maryland
$2.24K +$599 +8 +35%
TIM
955
Tortoise Investment Management
New York
$2.24K +$599 +8 +35%
GJIA
956
Glass Jacobson Investment Advisors
Maryland
$2.17K
GA
957
Guerra Advisors
Florida
$2.17K +$2.25K +30 New
MIM
958
Manitou Investment Management
Ontario, Canada
$2.1K +$2.17K +29 New
TC
959
Tacita Capital
Ontario, Canada
$2.02K
WA
960
WPG Advisers
Maryland
$2.02K
CT
961
Colonial Trust
South Carolina
$1.92K -$7.49K -100 -79%
PWA
962
Principia Wealth Advisory
Texas
$1.88K +$225 +3 +13%
AAG
963
Armstrong Advisory Group
Massachusetts
$1.81K
CFS
964
CGC Financial Services
Oregon
$1.81K
FLFS
965
Family Legacy Financial Solutions
North Carolina
$1.81K
MDA
966
Minot DeBlois Advisors
Massachusetts
$1.81K
IA
967
IFS Advisors
Kansas
$1.81K
CFD
968
Creative Financial Designs
Indiana
$1.59K -$43K -575 -96%
AP
969
Aspect Partners
Virginia
$1.59K -$4.34K -58 -73%
GFWA
970
Grey Fox Wealth Advisors
Delaware
$1.59K +$1.65K +22 New
RWS
971
Retirement Wealth Solutions
Wisconsin
$1.52K +$1.57K +21 New
TFM
972
TFC Financial Management
Massachusetts
$1.45K +$674 +9 +82%
NEWAS
973
N.E.W. Advisory Services
Wisconsin
$1.37K
RA
974
Rise Advisors
New York
$1.37K +$1.42K +19 New
GFL
975
Granite FO LLC
New Hampshire
$1.23K