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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
626
Moors & Cabot
Massachusetts
$300K -$92.5K -1,239 -18%
BAM
627
Blueshift Asset Management
New Jersey
$299K -$228K -3,052 -36%
ACA
628
Atlas Capital Advisors
Wyoming
$298K – – –
GFG
629
Goldstone Financial Group
Illinois
$297K +$206K +2,758 +102%
DIM
630
DC Investments Management
Virginia
$295K +$406K +5,438 New
CIM
631
CIM Investment Management
Pennsylvania
$292K -$2.54K -34 -0.6%
AWM
632
Avior Wealth Management
Nebraska
$291K -$142K -1,900 -26%
TSWM
633
Tyler-Stone Wealth Management
Ohio
$291K -$2.99K -40 -0.7%
VFA
634
Valeo Financial Advisors
Indiana
$286K +$140K +1,877 +55%
AG
635
Ascent Group
Virginia
$286K +$16.5K +221 +4%
WKSWA
636
White Knight Strategic Wealth Advisors
New Jersey
$285K -$510K -6,834 -57%
AWA
637
Aaron Wealth Advisors
Illinois
$283K -$35.9K -481 -8%
SAM
638
Seelaus Asset Management
New Jersey
$283K +$389K +5,210 New
CTA
639
Chesley Taft & Associates
Illinois
$282K +$123K +1,650 +47%
IWM
640
IHT Wealth Management
Illinois
$280K -$12.6K -169 -3%
SI
641
Stonekeep Investments
New Mexico
$279K +$39.9K +534 +12%
PWG
642
Portside Wealth Group
Utah
$278K +$44.5K +596 +13%
RC
643
Rahlfs Capital
Texas
$278K +$22.4K +300 +6%
WB
644
WesBanco Bank
West Virginia
$272K – – –
AAIM
645
American Assets Investment Management
California
$272K – – –
EI
646
Ellevest Inc
New York
$271K -$22.4K -300 -6%
SMH
647
Sanders Morris Harris
Texas
$269K – – –
AGM
648
Alpine Global Management
New York
$268K +$368K +4,936 New
C
649
Certuity
Florida
$266K +$69.1K +926 +23%
RCAG
650
Rehmann Capital Advisory Group
Michigan
$265K +$364K +4,883 New
24 25
26
27 28