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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
KTC
601
Kistler-Tiffany Companies
Pennsylvania
$10K +$12.4K +175 New
LWM
602
Liberty Wealth Management
California
$10K +$12.8K +181 New
CBT
603
Capital Bank & Trust
California
$9K -$10.5K -149 -49%
WB
604
Webster Bank
Connecticut
$9K – – –
BCA
605
Berman Capital Advisors
Georgia
$9K +$11.5K +163 New
OIA
606
OneDigital Investment Advisors
Kansas
$8K -$210K -2,970 -96%
SIAS
607
Shine Investment Advisory Services
Colorado
$8K -$1.76K -25 -15%
ST
608
Smithfield Trust
Pennsylvania
$8K – – –
EWM
609
Elmwood Wealth Management
California
$8K +$10.6K +150 New
NSIM
610
North Star Investment Management
Illinois
$8K +$10.6K +150 New
SBL
611
Sargent Bickham Lagudis
Colorado
$7K – – –
CFA
612
Carroll Financial Associates
North Carolina
$7K +$706 +10 +9%
WA
613
WealthTrust-Arizona
Arizona
$7K +$8.47K +120 +1,200%
PCP
614
Proficio Capital Partners
Massachusetts
$6K -$2.26K -32 -22%
BCI
615
Brinker Capital Investments
Pennsylvania
$6K – – –
RWG
616
Regal Wealth Group
California
$6K – – –
AWMF
617
Arbor Wealth Management (Florida)
Florida
$6K +$7.06K +100 New
BCM
618
Blume Capital Management
California
$6K +$7.06K +100 New
PK
619
Pflug Koory
Nebraska
$6K +$7.06K +100 New
MPWT
620
MassMutual Private Wealth & Trust
Connecticut
$5.61K +$7.06K +100 New
GRP
621
Global Retirement Partners
California
$5K -$8.4K -119 -56%
SWP
622
Strategic Wealth Partners
Ohio
$5K +$4.94K +70 New
QCG
623
Quadrant Capital Group
Ohio
$5K +$5.23K +74 +247%
KPW
624
Kore Private Wealth
New York
$5K +$5.72K +81 New
AIA
625
Alera Investment Advisors
Illinois
$5K +$6.21K +88 New
23 24
25
26 27