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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
376
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26K – – –
WAM
377
Watermark Asset Management
California
$25K – – –
EFSCE
378
Enterprise Financial Services Corp (EFSC)
Missouri
$24K – – –
WAP
379
Wealthcare Advisory Partners
Pennsylvania
$24K +$22K +600 +600%
AIL
380
AGF Investments LLC
Ontario, Canada
$21K +$8.64K +236 +68%
BCP
381
Blackhawk Capital Partners
Wisconsin
$21K +$22K +600 New
PFBT
382
Parkside Financial Bank & Trust
Missouri
$20K -$2.78K -76 -12%
AI
383
ArchPoint Investors
Florida
$20K +$3.59K +98 +21%
SIM
384
Sonora Investment Management
Arizona
$17.3K – – –
TDC
385
Thompson Davis & Co
Virginia
$17K -$90.6K -2,475 -83%
DOA
386
D'Orazio & Associates
Virginia
$17K +$18.3K +500 New
FMII
387
Farmers & Merchants Investments Inc
Nebraska
$17K +$18.3K +500 New
HNB
388
Huntington National Bank
Ohio
$17K +$18.3K +500 New
KJWM
389
Kiley Juergens Wealth Management
Washington
$17K +$18.3K +500 New
JCM
390
Jacobi Capital Management
Pennsylvania
$16K +$14.6K +400 New
MOS
391
MGO One Seven
Ohio
$14K +$14.6K +398 New
BTIS
392
BB&T Investment Services
North Carolina
$13K – – –
CAC
393
Certified Advisory Corp
Florida
$13K +$14K +382 New
TFA
394
Toth Financial Advisory
Virginia
$12K +$12.8K +350 New
BWP
395
Baldwin Wealth Partners
Massachusetts
$11K – – –
KF
396
Krilogy Financial
Missouri
$11K – – –
PFO
397
Pathstone Family Office
New Jersey
$11K – – –
STA
398
Summit Trail Advisors
New York
$11K +$9.56K +261 New
VNA
399
Valley National Advisers
Pennsylvania
$10K – – –
HMS
400
Hanseatic Management Services
New Mexico
$10K +$10.3K +282 New
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16
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