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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
576
SummitTX Capital
Texas
$361K +$309K +5,313 New
SAM
577
Seelaus Asset Management
New Jersey
$361K +$5.82K +100 +2%
FSBI
578
Fearless Solutions (Best Invest)
Texas
$360K +$309K +5,304 New
CAS
579
CTC Alternative Strategies
Illinois
$360K +$308K +5,300 New
WB
580
WesBanco Bank
West Virginia
$357K +$15K +257 +5%
CA
581
Carson Advisory
Georgia
$355K +$42.8K +735 +16%
CTA
582
Chesley Taft & Associates
Illinois
$353K – – –
MA
583
MBA Advisors
Pennsylvania
$352K -$51.4K -883 -15%
VIPI
584
Vista Investment Partners II
Indiana
$350K +$69K +1,186 +30%
SOW
585
State of Wyoming
Wyoming
$349K -$41K -704 -12%
BRWA
586
B. Riley Wealth Advisors
Florida
$348K +$298K +5,119 New
AWA
587
Arete Wealth Advisors
Illinois
$341K -$289K -4,963 -50%
CPIG
588
Chicago Partners Investment Group
Illinois
$340K +$248K +4,265 New
EI
589
Ellevest Inc
New York
$340K +$1.1K +19 +0.4%
AAIM
590
American Assets Investment Management
California
$340K – – –
SI
591
Stonekeep Investments
New Mexico
$337K -$10K -172 -3%
CIS
592
Custom Index Systems
New York
$337K -$35.3K -606 -11%
PA
593
Parallel Advisors
California
$336K +$63.8K +1,096 +28%
EP
594
Edgestream Partners
New Jersey
$323K +$277K +4,754 New
SC
595
Savant Capital
Illinois
$322K -$74.8K -1,286 -21%
MC
596
Moors & Cabot
Massachusetts
$319K -$47.4K -815 -15%
BJL
597
Brighton Jones LLC
Washington
$319K +$20.9K +359 +8%
CGH
598
Crossmark Global Holdings
Texas
$315K +$5.58K +96 +2%
ATS
599
Ashton Thomas Securities
New York
$314K -$524 -9 -0.2%
TFCP
600
Twin Focus Capital Partners
Massachusetts
$312K – – –
22 23
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