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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
576
CIM Investment Management
Pennsylvania
$345K – – –
EI
577
Ellevest Inc
New York
$344K +$16.9K +245 +5%
MFG
578
Merit Financial Group
Georgia
$343K +$13K +188 +4%
RC
579
Rahlfs Capital
Texas
$342K -$31K -450 -8%
AF
580
Allworth Financial
California
$342K -$5.38K -78 -1%
JC
581
JB Capital
Connecticut
$340K -$65.4K -948 -15%
FIA
582
Foundations Investment Advisors
Arizona
$336K -$356K -5,164 -50%
SCA
583
Snowden Capital Advisors
New York
$334K -$114K -1,655 -24%
AWE
584
Avidian Wealth Enterprises
Texas
$329K +$21.4K +310 +7%
WPC
585
Wedmont Private Capital
Pennsylvania
$328K +$73.9K +1,072 +30%
CPA
586
Capital Performance Advisors
California
$327K +$347K +5,028 New
LCM
587
Legato Capital Management
California
$327K +$346K +5,020 New
AIP
588
Ameritas Investment Partners
Nebraska
$326K – – –
AAIM
589
American Assets Investment Management
California
$325K – – –
FTWA
590
Fifth Third Wealth Advisors
Ohio
$324K -$39.5K -573 -10%
WB
591
WesBanco Bank
West Virginia
$323K -$20.2K -293 -6%
OIA
592
OneDigital Investment Advisors
Kansas
$322K -$24.1K -349 -7%
MFS
593
Mirabella Financial Services
United Kingdom
$321K +$341K +4,938 New
CB
594
Commerce Bank
Missouri
$321K -$29K -420 -8%
GT
595
Greenleaf Trust
Michigan
$318K -$10.6K -154 -3%
AIM
596
Aigen Investment Management
New York
$318K +$337K +4,882 New
MWM
597
Mindset Wealth Management
Indiana
$317K +$47.9K +695 +17%
V
598
ViaWealth
Kansas
$316K -$11K -160 -3%
GI
599
GAMMA Investing
California
$315K +$31.8K +461 +11%
JC
600
JBGlobal.com
New York
$313K -$70.8K -1,026 -18%
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24
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