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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
1001
Mitchell McLeod Pugh & Williams
Alabama
$360K
WFI
1002
West Family Investments
California
$360K +$13.6K +53 +4%
EWG
1003
Executive Wealth Group
Washington
$360K
CFG
1004
Cooper Financial Group
California
$358K -$61.4K -239 -14%
BP
1005
Ballentine Partners
Massachusetts
$358K +$27.2K +106 +8%
HI
1006
HBK Investments
Texas
$358K +$384K +1,493 New
MAG
1007
MRA Advisory Group
New Jersey
$356K +$514 +2 +0.1%
IWA
1008
IVC Wealth Advisors
Pennsylvania
$356K +$25.7K +100 +7%
IAP
1009
Indie Asset Partners
Indiana
$355K -$12.8K -50 -3%
KP
1010
Keel Point
Alabama
$355K +$31.9K +124 +9%
WMP
1011
Wealth Management Partners
Arizona
$354K +$20.8K +81 +6%
PWS
1012
Precision Wealth Strategies
Missouri
$354K +$90.9K +354 +32%
CPIA
1013
Cornell Pochily Investment Advisors
New York
$353K
HR
1014
Hayden Royal
North Carolina
$349K -$98.4K -383 -21%
PGFC
1015
Peapack-Gladstone Financial Corp
New Jersey
$349K +$374K +1,456 New
WTC
1016
WhitTier Trust Company
Nevada
$348K
VC
1017
Vicus Capital
Pennsylvania
$347K -$6.42K -25 -2%
RA
1018
Resolute Advisors
California
$347K
MA
1019
MJP Associates
Connecticut
$344K +$368K +1,434 New
AA
1020
Apriem Advisors
California
$343K -$104K -403 -22%
WANY
1021
Wealthspire Advisors (New York)
New York
$343K +$368K +1,431 New
IIC
1022
Ironwood Investment Counsel
Arizona
$342K +$76.3K +297 +26%
RCA
1023
Ranch Capital Advisors
Florida
$341K +$365K +1,421 New
9WM
1024
9258 Wealth Management
Ohio
$340K
AP
1025
Adero Partners
California
$340K