XYZ icon

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
PL
1076
Plancorp LLC
Missouri
$268K +$2.55K +11 +1%
WPC
1077
Waters Parkerson & Co
Louisiana
$268K +$255K +1,100 New
MGIM
1078
M&G Investment Management
United Kingdom
$267K +$32.2K +139 +15%
KCM
1079
Karp Capital Management
California
$266K – – –
SIA
1080
SkyView Investment Advisors
New Jersey
$263K – – –
SRC
1081
Sage Rhino Capital
California
$263K +$1.62K +7 +0.7%
OPW
1082
Oxler Private Wealth
New York
$262K – – –
LFF
1083
Level Four Financial
Texas
$260K -$232K -1,001 -48%
EWM
1084
Evercore Wealth Management
New York
$260K -$3.71K -16 -1%
WPW
1085
Waldron Private Wealth
Pennsylvania
$260K +$3.94K +17 +2%
AWM
1086
Accurate Wealth Management
Florida
$259K +$246K +1,062 New
CA
1087
Centerpoint Advisors
Massachusetts
$258K +$5.8K +25 +2%
TC
1088
TownSquare Capital
Utah
$256K +$241K +1,037 New
MWM
1089
Mission Wealth Management
California
$255K -$25.5K -110 -9%
CAG
1090
Crestwood Advisors Group
Massachusetts
$255K +$16.7K +72 +7%
EFS
1091
Essex Financial Services
Connecticut
$254K – – –
OWA
1092
Outlook Wealth Advisors
Texas
$254K +$241K +1,040 New
CC
1093
Cipher Capital
New York
$253K +$241K +1,038 New
FMBTD
1094
First Midwest Bank Trust Division
Illinois
$252K -$92.8K -400 -28%
CL
1095
CPWM LLC
Washington
$252K -$73.3K -316 -23%
FMN
1096
Financial Management Network
California
$252K – – –
PCP
1097
Proficio Capital Partners
Massachusetts
$252K +$4.41K +19 +2%
SOW
1098
State of Wyoming
Wyoming
$252K +$83K +358 +53%
ISL
1099
Ingalls & Snyder LLC
New York
$252K +$239K +1,032 New
SW
1100
SkyOak Wealth
Michigan
$251K – – –