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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
SWIM
976
Smallwood Wealth Investment Management
New Jersey
$1.11K
ACA
977
American Capital Advisory
Idaho
$1.04K +$207 +3 +23%
DF
978
Dunhill Financial
United Kingdom
$988
CIAS
979
CBIZ Investment Advisory Services
Ohio
$976 -$1.86K -27 -64%
CWM
980
Copia Wealth Management
Oregon
$976
RF
981
Robinswood Financial
Washington
$976
GIA
982
GHP Investment Advisors
Colorado
$912
MSWM
983
Mowery & Schoenfeld Wealth Management
Illinois
$912 +$966 +14 New
PS
984
PayPay Securities
Japan
$911 +$69 +1 +8%
1CP
985
1015 Capital Partners
Pennsylvania
$911 +$966 +14 New
TFM
986
TFC Financial Management
Massachusetts
$847 -$483 -7 -35%
HIA
987
HFM Investment Advisors
New Jersey
$847 -$69 -1 -7%
CMBA
988
C.M. Bidwell & Associates
Hawaii
$716
FHC
989
First Horizon Corporation
Tennessee
$716
QWM
990
Quaker Wealth Management
New Jersey
$716 +$69 +1 +10%
ANBT
991
American National Bank & Trust
Texas
$716 +$759 +11 New
PWMG
992
Private Wealth Management Group
New Jersey
$651
NL
993
NVWM LLC
Pennsylvania
$651 +$345 +5 +100%
EPG
994
Estate Planners Group
Pennsylvania
$651 +$690 +10 New
LIA
995
Luken Investment Analytics
Tennessee
$651 +$690 +10 New
RWS
996
Retirement Wealth Solutions
Wisconsin
$521 -$897 -13 -62%
MAFA
997
MJT & Associates Financial Advisory
Minnesota
$521
TIM
998
Thompson Investment Management
Wisconsin
$521
KFA
999
Kelleher Financial Advisors
New York
$456
TM
1000
Torren Management
California
$456 +$483 +7 New