We are live on ! Find out more
XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1126
Collective Family Office
Pennsylvania
$231K +$232 +1 +0.1%
MA
1127
Montag & Associates
Georgia
$229K +$23.2K +100 +12%
SXL
1128
Summit X LLC
Missouri
$228K +$214K +921 New
RI
1129
Redwood Investments
Massachusetts
$227K -$294K -1,267 -58%
GIM
1130
Grassi Investment Management
California
$227K – – –
CRI
1131
Colonial River Investments
Virginia
$227K +$4.87K +21 +2%
MFG
1132
Merit Financial Group
Georgia
$226K +$215K +926 New
YIA
1133
YHB Investment Advisors
Connecticut
$225K -$13.9K -60 -6%
MAWCM
1134
Mine & Arao Wealth Creation & Management
California
$223K – – –
MF
1135
Manchester Financial
California
$222K – – –
NFG
1136
Northeast Financial Group
Pennsylvania
$219K – – –
QSS
1137
Quantitative Systematic Strategies
Florida
$219K -$261K -1,124 -56%
JIC
1138
Johnson Investment Counsel
Ohio
$219K -$12.1K -52 -5%
CAL
1139
Capital Advisors Ltd
Ohio
$219K – – –
LWCFA
1140
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$218K – – –
GCP
1141
GSA Capital Partners
United Kingdom
$218K +$207K +894 New
CBTWT
1142
Community Bank & Trust (Waco, Texas)
Texas
$217K +$206K +890 New
WB
1143
WesBanco Bank
West Virginia
$216K +$205K +885 New
MSFS
1144
Main Street Financial Solutions
Pennsylvania
$214K +$204K +879 New
BSW
1145
Buckingham Strategic Wealth
Missouri
$211K -$44.3K -191 -18%
JWM
1146
JGP Wealth Management
Oregon
$211K +$201K +866 New
BCA
1147
Biltmore Capital Advisors
New Jersey
$210K +$199K +860 New
IIM
1148
Ipswich Investment Management
Massachusetts
$210K +$199K +860 New
WIA
1149
World Investment Advisors
California
$210K +$200K +861 New
SIMG
1150
Stephens Investment Management Group
Texas
$209K -$4.15M -17,879 -95%
44 45
46
47 48