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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
LWAC
601
Laurel Wealth Advisors (California)
California
$358K -$41K -665 -10%
BCA
602
Bray Capital Advisors
Florida
$355K – – –
FMLI
603
Fukoku Mutual Life Insurance
Japan
$353K – – –
WA
604
WP Advisors
California
$352K -$64.8K -1,050 -16%
ACA
605
Atlas Capital Advisors
Wyoming
$345K – – –
CIM
606
CIM Investment Management
Pennsylvania
$345K -$9.07K -147 -3%
CHC
607
City Holding Co
West Virginia
$344K +$68.6K +1,112 +25%
CAM
608
Covenant Asset Management
New Jersey
$341K +$335K +5,424 New
VFA
609
Valeo Financial Advisors
Indiana
$341K +$116K +1,881 +53%
CCA
610
Cravens & Co Advisors
Tennessee
$340K +$334K +5,410 New
RDWM
611
Red Door Wealth Management
Tennessee
$340K +$333K +5,404 New
CIA
612
Capital Impact Advisors
Massachusetts
$339K +$8.52K +138 +3%
CCA
613
Column Capital Advisors
Indiana
$337K +$14.7K +238 +5%
AWA
614
Aaron Wealth Advisors
Illinois
$334K -$982K -15,913 -75%
MWA
615
Meridian Wealth Advisors
Texas
$333K -$109K -1,760 -25%
OPS
616
Orion Portfolio Solutions
Nebraska
$333K +$70K +1,134 +27%
VCP
617
Verus Capital Partners
Arizona
$331K +$4.57K +74 +1%
HIA
618
Harbor Investment Advisory
Maryland
$328K -$12.3K -200 -4%
GC
619
Guggenheim Capital
Illinois
$327K -$34.4K -558 -10%
CA
620
Carson Advisory
Georgia
$326K -$32.7K -530 -9%
SS
621
Simplicity Solutions
Minnesota
$325K +$87.4K +1,417 +38%
QCM
622
Quantinno Capital Management
New York
$325K -$9.19K -149 -3%
EPA
623
Element Pointe Advisors
Florida
$323K -$38.4K -623 -11%
AAM
624
Azzad Asset Management
Virginia
$322K -$1.14M -18,488 -78%
BCM
625
BTC Capital Management
Iowa
$321K -$236K -3,819 -43%
23 24
25
26 27