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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
GFA
601
Gallagher Fiduciary Advisors
Illinois
$354K +$7.3K +113 +2%
KLCM
602
KG&L Capital Management
Louisiana
$342K +$329K +5,091 New
TWP
603
Tempus Wealth Planning
California
$340K -$21.6K -334 -6%
NICM
604
Neo Ivy Capital Management
New York
$338K +$325K +5,038 New
FHB
605
First Hawaiian Bank
Hawaii
$336K +$323K +5,005 New
WB
606
WesBanco Bank
West Virginia
$336K -$3.23K -50 -1%
AAIM
607
American Assets Investment Management
California
$336K – – –
MA
608
Mutual Advisors
Nebraska
$330K -$2.52K -39 -0.9%
SMH
609
Sanders Morris Harris
Texas
$327K – – –
CPL
610
CAP Partners LLC
Tennessee
$323K -$775 -12 -0.2%
LCM
611
Lazari Capital Management
California
$321K -$9.69K -150 -3%
DC
612
Davenport & Co
Virginia
$317K -$196K -3,035 -39%
WWM
613
Western Wealth Management
Colorado
$312K -$12.2K -189 -4%
DAS
614
Dynamic Advisor Solutions
Arizona
$312K -$78.1K -1,209 -21%
RS
615
Rakuten Securities
Japan
$311K -$67.5K -1,045 -18%
CGH
616
Crossmark Global Holdings
Texas
$311K -$128K -1,979 -30%
EPA
617
Element Pointe Advisors
Florida
$311K -$30.1K -466 -9%
ATS
618
Ashton Thomas Securities
New York
$309K +$28.7K +445 +11%
PCIA
619
Prime Capital Investment Advisors
Kansas
$307K -$14.5K -224 -5%
AC
620
Addison Capital
Pennsylvania
$307K -$1.23K -19 -0.4%
LIA
621
LBMC Investment Advisors
Tennessee
$305K – – –
BFWM
622
Bright Futures Wealth Management
New York
$302K -$40.8K -632 -13%
AWE
623
Avidian Wealth Enterprises
Texas
$298K +$21.4K +331 +8%
IIA
624
IPG Investment Advisors
California
$296K -$43K -666 -13%
BFS
625
Bradley Foster & Sargent
Connecticut
$293K +$12.1K +188 +5%
23 24
25
26 27