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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
1126
Robertson Stephens Wealth Management
California
$245K -$261K -1,018 -50%
ACM
1127
Alpha Capital Management
Texas
$244K -$2.02M -7,883 -89%
YWP
1128
YorkBridge Wealth Partners
New York
$244K
GWS
1129
Glassman Wealth Services
Virginia
$243K +$15.7K +61 +6%
RPWA
1130
Regent Peak Wealth Advisors
Georgia
$241K -$257 -1 -0.1%
WAS
1131
Wealth Advisory Solutions
Indiana
$240K -$5.65K -22 -2%
BB
1132
Bell Bank
North Dakota
$240K -$4.37K -17 -2%
CA
1133
Crewe Advisors
Utah
$240K
FGAM
1134
Financial Gravity Asset Management
Texas
$240K
FPCP
1135
Fort Point Capital Partners
California
$240K
MSL
1136
Mackay Shields LLC
New York
$240K
WSCM
1137
Wellington Shields Capital Management
New York
$240K
BCM
1138
Boltwood Capital Management
California
$240K +$257K +1,000 New
GD
1139
Grandfield & Dodd
New York
$240K +$257K +1,000 New
MPI
1140
Mairs & Power Inc
Minnesota
$240K +$257K +1,000 New
SCA
1141
Sassicaia Capital Advisers
New York
$240K +$257K +1,000 New
SXL
1142
Summit X LLC
Missouri
$239K +$13.6K +53 +6%
MA
1143
Montag & Associates
Georgia
$238K +$13.9K +54 +6%
HL
1144
HeadInvest LLC
Maine
$237K -$92.5K -360 -27%
CWA
1145
Canvas Wealth Advisors
Kansas
$235K +$252K +980 New
CAG
1146
Crestwood Advisors Group
Massachusetts
$234K -$17.7K -69 -7%
HAS
1147
HBW Advisory Services
California
$233K -$10.8K -42 -4%
CA
1148
Cornerstone Advisory
Maryland
$233K
FSA
1149
Franklin Street Advisors
North Carolina
$232K
AC
1150
AWM Capital
Arizona
$230K +$257K +1,000 New