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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
LBD
501
Landsberg Bennett & Dubbaneh
Florida
$326K -$357K -5,592 -51%
Fifth Third Bancorp
502
Fifth Third Bancorp
Ohio
$325K -$73.9K -1,156 -18%
1W
503
1776 Wealth
Georgia
$325K +$319K +4,995 New
BCM
504
Beck Capital Management
Texas
$324K +$331K +5,173 New
TGAM
505
TBH Global Asset Management
Tennessee
$321K +$328K +5,132 New
PA
506
Pinnacle Associates
New York
$319K +$17.1K +268 +6%
IRF
507
IBM Retirement Fund
New York
$318K -$5.88K -92 -2%
SCM
508
Schnieders Capital Management
California
$318K +$65.5K +1,025 +25%
CLOS
509
Compagnie Lombard Odier SCmA
Switzerland
$317K
VLC
510
Van Leeuwen & Company
New Jersey
$317K +$323K +5,060 New
GLA
511
Good Life Advisors
Pennsylvania
$315K -$24K -375 -7%
RHBC
512
R.H. Bluestein & Co
Michigan
$314K -$6.07K -95 -2%
CST
513
Charles Schwab Trust
Nevada
$313K
PP
514
Peconic Partners
New York
$313K
DA
515
DCF Advisers
Connecticut
$313K +$320K +5,000 New
CIAS
516
Capital Investment Advisory Services
North Carolina
$312K
SWM
517
SeaCrest Wealth Management
New York
$311K -$31.6K -494 -9%
CA
518
Calton & Associates
Florida
$309K +$29.6K +463 +10%
RA
519
Rational Advisors
New York
$309K +$315K +4,933 New
SIC
520
Samalin Investment Counsel
New York
$308K +$315K +4,932 New
MIG
521
McGuire Investment Group
Rhode Island
$307K
AMC
522
Asset Management Corp
Illinois
$307K +$313K +4,900 New
Koshinski Asset Management
523
Koshinski Asset Management
Illinois
$303K +$22.4K +350 +8%
PMG
524
ProVise Management Group
Florida
$302K -$1.53K -24 -0.5%
WCWM
525
Willow Creek Wealth Management
California
$301K