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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
576
Moser Wealth Advisors
Washington
$394K +$4.83K +69 +1%
OWA
577
Octavia Wealth Advisors
Ohio
$392K -$65.5K -936 -13%
JC
578
JB Capital
Connecticut
$392K +$8.68K +124 +2%
OQS
579
Occudo Quantitative Strategies
Florida
$382K +$414K +5,921 New
DAS
580
Dynamic Advisor Solutions
Arizona
$378K -$17.1K -245 -4%
CI
581
Cigna Investments
Connecticut
$377K -$4.41K -63 -1%
DA
582
Doliver Advisors
Texas
$375K +$407K +5,816 New
WIM
583
WealthPlan Investment Management
Nebraska
$373K -$49.7K -711 -11%
OIA
584
OneDigital Investment Advisors
Kansas
$373K +$60.2K +860 +17%
GWM
585
Geneos Wealth Management
Colorado
$373K -$4.69K -67 -1%
HWAM
586
Hennion & Walsh Asset Management
New Jersey
$372K -$7.7K -110 -2%
IA
587
IFP Advisors
Florida
$371K -$57.2K -818 -12%
BP
588
Ballentine Partners
Massachusetts
$371K +$10.7K +153 +3%
MYLI
589
Meiji Yasuda Life Insurance
Japan
$369K -$110K -1,570 -22%
PS
590
Principal Securities
Iowa
$368K -$43.5K -622 -10%
PGWM
591
Pitti Group Wealth Management
New York
$367K +$21.1K +301 +7%
RS
592
Rakuten Securities
Japan
$366K +$159K +2,266 +66%
V
593
ViaWealth
Kansas
$365K -$19.2K -275 -5%
BFM
594
Boothbay Fund Management
New York
$364K +$395K +5,648 New
SFP
595
Sweet Financial Partners
Minnesota
$362K – – –
CIM
596
CIM Investment Management
Pennsylvania
$360K -$3.5K -50 -0.9%
CCA
597
Cravens & Co Advisors
Tennessee
$355K +$25.3K +362 +7%
EI
598
Ellevest Inc
New York
$355K -$35.6K -509 -8%
CIAS
599
Capital Investment Advisory Services
North Carolina
$354K -$208K -2,975 -35%
ACA
600
Atlas Capital Advisors
Wyoming
$354K – – –
22 23
24
25 26