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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
601
Merit Financial Group
Georgia
$312K +$267K +4,592 New
CAM
602
Cidel Asset Management
Ontario, Canada
$311K +$15K +257 +6%
LCM
603
Lazari Capital Management
California
$310K -$1.16K -20 -0.4%
AIA
604
AssuredPartners Investment Advisors
Florida
$310K +$266K +4,566 New
PPWP
605
Premier Path Wealth Partners
New Jersey
$309K -$18.5K -318 -7%
BFS
606
Bradley Foster & Sargent
Connecticut
$308K +$21.6K +371 +9%
RWB
607
RMR Wealth Builders
New Jersey
$303K +$25.3K +434 +11%
AWE
608
Avidian Wealth Enterprises
Texas
$302K -$756 -13 -0.3%
FIA
609
FNY Investment Advisers
New York
$301K +$258K +4,434 New
CPL
610
CAP Partners LLC
Tennessee
$299K +$8.44K +145 +3%
FSA
611
Financial Sense Advisors
California
$298K +$16.8K +289 +7%
RSWM
612
Robertson Stephens Wealth Management
California
$298K +$1.22K +21 +0.5%
SW
613
SteelPeak Wealth
California
$297K -$296K -5,096 -54%
WWM
614
Western Wealth Management
Colorado
$297K +$7.1K +122 +3%
FCH
615
Freestone Capital Holdings
Washington
$293K -$16.8K -289 -6%
VCM
616
Voleon Capital Management
California
$293K +$251K +4,309 New
HCM
617
Howard Capital Management
Georgia
$292K +$250K +4,301 New
MOS
618
MGO One Seven
Ohio
$291K -$136K -2,342 -35%
AC
619
Addison Capital
Pennsylvania
$291K – – –
CCM
620
Conway Capital Management
California
$290K – – –
FHA
621
Flagship Harbor Advisors
Massachusetts
$290K -$369K -6,334 -60%
BAM
622
Blueshift Asset Management
New Jersey
$289K -$72.4K -1,244 -23%
MWA
623
Moser Wealth Advisors
Washington
$289K -$93.6K -1,608 -27%
LS
624
Livforsakringsbolaget Skandia
Sweden
$289K – – –
PGWM
625
Pitti Group Wealth Management
New York
$287K +$7.62K +131 +3%
23 24
25
26 27