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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
601
Matthew Hamilton Rosenberg
$64K +$82.4K +1,205 New
CBT
602
Central Bank & Trust
Kentucky
$64K +$84.1K +1,229 New
HCM
603
Highlander Capital Management
New Jersey
$63K +$20.5K +300 +33%
GRP
604
Global Retirement Partners
California
$62K +$2.26K +33 +3%
TC
605
Truvestments Capital
Florida
$62K +$82.1K +1,201 New
S
606
SignatureFD
Georgia
$60K +$17.9K +262 +30%
PA
607
Procyon Advisors
Connecticut
$58K +$61.6K +900 +450%
KPW
608
Kore Private Wealth
New York
$55K +$68.7K +1,005 +2,393%
LWM
609
Lenox Wealth Management
Ohio
$54K +$71.8K +1,050 New
LC
610
Lindbrook Capital
California
$53K -$11.1K -163 -14%
ANBT
611
American National Bank & Trust
Texas
$52K – – –
CA
612
Crewe Advisors
Utah
$52K – – –
MF
613
Manchester Financial
California
$52K – – –
EWM
614
Endurance Wealth Management
Rhode Island
$52K +$68.4K +1,000 New
JCM
615
Jacobi Capital Management
Pennsylvania
$51K – – –
ATFA
616
All Terrain Financial Advisors
Minnesota
$51K +$44.5K +650 +202%
ECM
617
ExodusPoint Capital Management
New York
$49K -$11.4M -166,754 -99%
CAL
618
Capital Advisors Ltd
Ohio
$47K – – –
MAWCM
619
Mine & Arao Wealth Creation & Management
California
$47K – – –
BEI
620
Benjamin Edwards Inc
Missouri
$47K +$4.24K +62 +7%
EI
621
Ellevest Inc
New York
$47K +$17.3K +253 +40%
AIM
622
Anchor Investment Management
South Carolina
$46.6K +$30.1K +440 +98%
HNB
623
Huntington National Bank
Ohio
$46K -$110K -1,615 -65%
CFGS
624
Concourse Financial Group Securities
Alabama
$43K -$8.21K -120 -13%
LWCFA
625
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43K – – –
23 24
25
26 27