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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
601
Carson Advisory
Georgia
$315K +$30.8K +435 +8%
HCM
602
Highview Capital Management
Illinois
$313K +$404K +5,700 New
BCA
603
Bray Capital Advisors
Florida
$311K – – –
CIM
604
CIM Investment Management
Pennsylvania
$310K – – –
CI
605
Cigna Investments
Connecticut
$309K -$3.54K -50 -0.9%
FMLI
606
Fukoku Mutual Life Insurance
Japan
$309K +$156K +2,206 +65%
GIA
607
Gladstone Institutional Advisory
Florida
$309K +$398K +5,617 New
CIAS
608
Capital Investment Advisory Services
North Carolina
$304K -$3.54K -50 -0.9%
AC
609
Addison Capital
Pennsylvania
$302K +$25.3K +358 +7%
ACA
610
Atlas Capital Advisors
Wyoming
$302K -$2.34K -33 -0.6%
HIA
611
Harbor Investment Advisory
Maryland
$298K -$52.3K -739 -12%
KTC
612
Kistler-Tiffany Companies
Pennsylvania
$297K +$354 +5 +0.1%
PPP
613
Private Portfolio Partners
New Jersey
$296K – – –
DC
614
Diametric Capital
Massachusetts
$295K +$380K +5,373 New
QCM
615
Quantinno Capital Management
New York
$293K +$377K +5,327 New
WAM
616
Werlinich Asset Management
Connecticut
$293K – – –
AFP
617
Ausdal Financial Partners
Iowa
$292K +$45.1K +637 +14%
KLCM
618
KG&L Capital Management
Louisiana
$291K -$69K -975 -16%
CIA
619
Capital Impact Advisors
Massachusetts
$289K -$174K -2,452 -32%
SFS
620
Stiles Financial Services
Minnesota
$288K – – –
BL
621
Balentine LLC
Georgia
$288K +$370K +5,230 New
BCM
622
Brookstone Capital Management
Illinois
$287K +$19.7K +278 +6%
VCP
623
Verus Capital Partners
Arizona
$286K +$150K +2,125 +69%
PIA
624
Perennial Investment Advisors
California
$285K -$122K -1,728 -25%
TCA
625
Transcend Capital Advisors
New Jersey
$284K -$267K -3,773 -42%
23 24
25
26 27