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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PSP
626
Principal Street Partners
Tennessee
$347K +$7.22K +79 +1%
CIM
627
CIM Investment Management
Pennsylvania
$346K -$2.56K -28 -0.5%
CIAS
628
Capital Investment Advisory Services
North Carolina
$343K -$365 -4 -0.1%
EWA
629
EP Wealth Advisors
California
$343K +$264K +2,887 +107%
ICP
630
Interchange Capital Partners
Pennsylvania
$340K -$11.1K -122 -2%
ACA
631
Atlas Capital Advisors
Wyoming
$339K – – –
IIA
632
IPG Investment Advisors
California
$338K +$361K +3,955 +257%
RA
633
RFG Advisory
Alabama
$336K +$47.7K +522 +16%
ARG
634
Advisory Resource Group
Oklahoma
$336K +$111K +1,212 +29%
YCM
635
Yousif Capital Management
Michigan
$333K -$138K -1,515 -22%
KTC
636
Kistler-Tiffany Companies
Pennsylvania
$332K -$3.65K -40 -0.7%
MIG
637
McGuire Investment Group
Rhode Island
$332K – – –
AO
638
Advisor OS
Illinois
$331K -$91 -1 -0%
PPP
639
Private Portfolio Partners
New Jersey
$331K -$457 -5 -0.1%
PA
640
Procyon Advisors
Connecticut
$330K -$3.02K -33 -0.6%
WAM
641
Werlinich Asset Management
Connecticut
$327K -$83.6K -915 -15%
CA
642
Carson Advisory
Georgia
$325K +$27.4K +300 +6%
CA
643
CV Advisors
Florida
$323K -$307K -3,358 -39%
EPA
644
Element Pointe Advisors
Florida
$323K -$123K -1,347 -20%
BCM
645
Brookstone Capital Management
Illinois
$323K -$24.9K -272 -5%
CFB
646
Cullen/Frost Bankers
Texas
$322K -$3.07M -33,582 -87%
SFS
647
Stiles Financial Services
Minnesota
$322K +$4.57K +50 +1%
CCP
648
Corient Capital Partners
California
$320K -$216K -2,368 -31%
AAF
649
Andra AP-fonden
Sweden
$320K +$475K +5,200 New
ACM
650
AlphaStar Capital Management
North Carolina
$318K -$31.5K -345 -6%
24 25
26
27 28