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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
601
WP Advisors
California
$416K +$11.3K +200 +4%
MWA
602
Moser Wealth Advisors
Washington
$415K +$6.33K +112 +2%
CM
603
Capula Management
Cayman Islands
$414K +$303K +5,355 New
KOC
604
Koss-Olinger Consulting
Florida
$414K +$303K +5,358 New
CCA
605
Cravens & Co Advisors
Tennessee
$409K -$848 -15 -0.3%
KMWM
606
Keudell/Morrison Wealth Management
Oregon
$409K -$5.54K -98 -2%
CCB
607
Cutter & Co Brokerage
Missouri
$407K -$26.3K -466 -8%
KWA
608
Kingswood Wealth Advisors
California
$405K +$296K +5,231 New
TWP
609
Tempus Wealth Planning
California
$403K +$295K +5,212 New
PHK
610
Point72 Hong Kong
Hong Kong
$403K +$295K +5,210 New
OA
611
Oracle Alpha
Ontario, Canada
$401K +$293K +5,187 New
CM
612
Caption Management
Oklahoma
$400K -$330K -5,829 -53%
OIA
613
OneDigital Investment Advisors
Kansas
$398K +$30.8K +544 +12%
FCH
614
Freestone Capital Holdings
Washington
$397K +$5.09K +90 +2%
BP
615
Ballentine Partners
Massachusetts
$396K +$290K +5,124 New
WB
616
WesBanco Bank
West Virginia
$394K +$452 +8 +0.2%
EPA
617
Element Pointe Advisors
Florida
$394K +$226 +4 +0.1%
AAIM
618
American Assets Investment Management
California
$387K – – –
BL
619
Balentine LLC
Georgia
$386K +$282K +4,991 New
AC
620
Addison Capital
Pennsylvania
$382K – – –
CA
621
Carson Advisory
Georgia
$382K -$36.5K -645 -12%
WWM
622
Western Wealth Management
Colorado
$382K -$1.53K -27 -0.5%
EI
623
Ellevest Inc
New York
$381K +$279K +4,931 New
GFA
624
Gallagher Fiduciary Advisors
Illinois
$381K +$278K +4,925 New
PWM
625
Prosperity Wealth Management
California
$379K +$277K +4,895 New
23 24
25
26 27