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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
626
Larson Financial Group
Missouri
$5K +$6.21K +88 New
GI
627
Gradient Investments
Minnesota
$5K +$6.64K +94 New
MA
628
MCF Advisors
Kentucky
$4K – – –
PVH
629
Psagot Value Holdings
Israel
$4K +$4.45K +63 New
LPWM
630
Lake Point Wealth Management
Texas
$4K +$4.73K +67 New
CAW
631
Cornerstone Advisors (Washington)
Washington
$3K -$4.59K -65 -56%
ADL
632
Asset Dedication LLC
California
$3K -$1.84K -26 -34%
TL
633
TrueWealth LLC
Georgia
$3K – – –
PG
634
Patten Group
Tennessee
$3K +$2.12K +30 +100%
TCM
635
Tradewinds Capital Management
Washington
$3K +$3.18K +45 New
CCM
636
Cribstone Capital Management
Maine
$3K +$3.53K +50 New
TAIM
637
TD Ameritrade Investment Management
Nebraska
$3K +$4.03K +57 New
CCMW
638
Cypress Capital Management (Wyoming)
Wyoming
$2K +$2.12K +30 New
PWM
639
PRW Wealth Management
Massachusetts
$2K +$2.12K +30 New
W
640
WealthOne
New York
$2K +$2.12K +30 New
CC
641
Claybrook Capital
Massachusetts
$2K +$2.83K +40 New
WDL
642
Well Done LLC
Michigan
$2K +$2.83K +40 New
NCM
643
New Capital Management
Texas
$2K +$3.11K +44 New
AWM
644
Avior Wealth Management
Nebraska
$2K +$3.53K +50 New
RWM
645
Raffa Wealth Management
District of Columbia
$1.4K – – –
HH
646
HWG Holdings
Texas
$1K -$3.71M -52,590 -100%
SAM
647
Shamrock Asset Management
Texas
$1K -$7.7K -109 -90%
AC
648
Avestar Capital
New York
$1K -$777 -11 -26%
BWL
649
Bogart Wealth LLC
Virginia
$1K -$706 -10 -33%
MCM
650
Manchester Capital Management
Vermont
$1K – – –
24 25
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