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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
551
Sigma Planning Corp
Michigan
$511K -$484K -8,552 -56%
FFM
552
Forum Financial Management
Illinois
$510K +$113K +1,991 +43%
WIM
553
WealthPlan Investment Management
Nebraska
$506K -$4.01K -71 -1%
LNC
554
Lincoln National Corp
Pennsylvania
$504K +$32.7K +579 +10%
BFG
555
Bleakley Financial Group
New Jersey
$503K +$91.6K +1,620 +33%
SS
556
Simplicity Solutions
Minnesota
$503K +$91.6K +1,620 +33%
NIP
557
Nicholas Investment Partners
California
$502K +$36.1K +638 +11%
YCM
558
Yousif Capital Management
Michigan
$498K +$14.5K +257 +4%
SCM
559
SOL Capital Management
Maryland
$493K +$360K +6,370 New
MC
560
Moors & Cabot
Massachusetts
$489K -$55.8K -987 -13%
SIC
561
Salem Investment Counselors
North Carolina
$489K -$48.3K -855 -12%
LBWM
562
Left Brain Wealth Management
Illinois
$487K +$356K +6,301 New
AIG
563
American International Group
New York
$481K -$9.33K -165 -3%
BTWM
564
Baker Tilly Wealth Management
Wisconsin
$480K -$46.9K -829 -12%
V
565
ViaWealth
Kansas
$479K – – –
GWM
566
Geneos Wealth Management
Colorado
$479K -$1.98K -35 -0.6%
NP
567
NorthRock Partners
Minnesota
$473K +$346K +6,112 New
FTDI
568
First Trust Direct Indexing
Massachusetts
$472K +$345K +6,101 New
QPBE
569
Quintet Private Bank (Europe)
Luxembourg
$471K +$243K +4,296 +239%
CCMG
570
Clark Capital Management Group
Pennsylvania
$468K -$56.5K -1,000 -14%
BFM
571
Boothbay Fund Management
New York
$465K -$3.6M -63,677 -91%
IWM
572
IHT Wealth Management
Illinois
$465K -$87.3K -1,544 -20%
HWAM
573
Hennion & Walsh Asset Management
New Jersey
$464K -$5.65K -100 -2%
TWC
574
TD Waterhouse Canada
Ontario, Canada
$464K -$42.9K -759 -10%
LCM
575
Lazari Capital Management
California
$463K -$15.5K -275 -4%
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