We are live on ! Find out more
XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1101
Wisconsin Capital Management
Wisconsin
– -$475K -3,500 Closed
TC
1102
Telemus Capital
Michigan
– -$471K -3,473 Closed
AG
1103
AIA Group
Hong Kong
– -$470K -3,463 Closed
SWM
1104
Segment Wealth Management
Texas
– -$462K -3,407 Closed
IF
1105
Intrua Financial
Texas
– -$454K -3,346 Closed
PIMG
1106
Patriot Investment Management Group
Tennessee
– -$439K -3,239 Closed
AMC
1107
Asset Management Corp
Illinois
– -$437K -3,225 Closed
DAM
1108
Draper Asset Management
New York
– -$427K -3,147 Closed
TWP
1109
Tempus Wealth Planning
California
– -$426K -3,138 Closed
LWA
1110
Lineweaver Wealth Advisors
Ohio
– -$419K -3,091 Closed
CIA
1111
Caerus Investment Advisors
Texas
– -$258K -3,076 Closed
IA
1112
IFG Advisory
Georgia
– -$416K -3,071 Closed
TPWM
1113
Twelve Points Wealth Management
Massachusetts
– -$410K -3,022 Closed
IA
1114
Insight Advisors
Pennsylvania
– -$407K -3,007 Closed
AAS
1115
Ameritas Advisory Services
Nebraska
– -$408K -3,006 Closed
WE
1116
Wealth Effects
Massachusetts
– -$408K -3,006 Closed
MGP
1117
Metis Global Partners
California
– -$407K -2,999 Closed
GC
1118
Grimes & Company
Massachusetts
– -$405K -2,985 Closed
SFA
1119
Sequoia Financial Advisors
Ohio
– -$403K -2,970 Closed
ACS
1120
Archford Capital Strategies
Illinois
– -$403K -2,966 Closed
CAG
1121
Csenge Advisory Group
Florida
– -$401K -2,959 Closed
HWM
1122
Howard Wealth Management
Connecticut
– -$397K -2,928 Closed
JWM
1123
JGP Wealth Management
Oregon
– -$357K -2,897 Closed
CW
1124
CreativeOne Wealth
Kansas
– -$391K -2,887 Closed
BJL
1125
Brighton Jones LLC
Washington
– -$391K -2,885 Closed
43 44
45
46 47