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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
DHFB
976
Dixon Hubard Feinour & Brown
Virginia
$215K +$6.05K +50 +3%
DWT
977
Dorsey & Whitney Trust
South Dakota
$215K +$42.6K +352 +28%
PC
978
Periscope Capital
Ontario, Canada
$215K +$192K +1,582 New
AF
979
Arrow Financial
New York
$214K -$7.38K -61 -4%
RWA
980
Ropes Wealth Advisors
Massachusetts
$214K -$605 -5 -0.3%
BMC
981
Beaton Management Company
Massachusetts
$214K
B
982
Barings
North Carolina
$213K
CPIA
983
Cornell Pochily Investment Advisors
New York
$213K +$12.1K +100 +7%
IAG
984
Investmark Advisory Group
Connecticut
$212K +$10.8K +89 +6%
W
985
WealthOne
New York
$212K +$189K +1,563 New
WPW
986
Waldron Private Wealth
Pennsylvania
$212K +$189K +1,564 New
GC
987
Garde Capital
Washington
$210K -$4K -33 -2%
SDH
988
Sloy Dahl & Holst
Washington
$209K -$5.1M -42,092 -96%
IIA
989
IPG Investment Advisors
California
$209K -$166K -1,370 -47%
ACM
990
Advisors Capital Management
New Jersey
$207K -$32.8K -271 -15%
MAG
991
MRA Advisory Group
New Jersey
$205K +$3.63K +30 +2%
ARC
992
Advisor Resource Council
Texas
$204K -$307K -2,535 -63%
MG
993
Mather Group
Illinois
$204K -$77.7K -642 -30%
KP
994
Keel Point
Alabama
$204K +$7.14K +59 +4%
EWG
995
Executive Wealth Group
Washington
$203K
PAM
996
Paradigm Asset Management
New York
$203K
MMPW
997
Mitchell McLeod Pugh & Williams
Alabama
$203K
AI
998
Accredited Investors
Minnesota
$203K +$181K +1,499 New
AF
999
Allworth Financial
California
$202K +$17.4K +144 +11%
9WM
1000
9258 Wealth Management
Ohio
$202K +$181K +1,492 New