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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
626
CWA Asset Management Group
Florida
$245K +$247K +4,068 New
IWN
627
Independent Wealth Network
Iowa
$245K +$26.7K +439 +12%
PGWM
628
Pitti Group Wealth Management
New York
$245K +$1.52K +25 +0.6%
MS
629
Millington Securities
New Jersey
$244K +$247K +4,060 New
WI
630
WBI Investments
New Jersey
$244K +$247K +4,060 New
MA
631
MCF Advisors
Kentucky
$244K – – –
LS
632
Livforsakringsbolaget Skandia
Sweden
$244K – – –
DADC
633
D.A. Davidson & Co
Montana
$242K -$773K -12,713 -76%
CIAS
634
Capital Investment Advisory Services
North Carolina
$241K +$1.46K +24 +0.6%
PFM
635
Patton Fund Management
Texas
$241K +$20.4K +336 +9%
IAA
636
Independent Advisor Alliance
North Carolina
$241K -$304K -4,995 -56%
CCM
637
Chaney Capital Management
Washington
$239K – – –
CPA
638
Cardiff Park Advisors
California
$239K – – –
EPW
639
Evolve Private Wealth
California
$238K +$240K +3,954 New
MIF
640
Mediolanum International Funds
Ireland
$238K +$254K +4,170 New
CPA
641
Capital Performance Advisors
California
$237K -$66.6K -1,096 -22%
GBT
642
Grove Bank & Trust
Florida
$236K +$56.4K +928 +31%
PPWP
643
Premier Path Wealth Partners
New Jersey
$235K -$87.3K -1,435 -27%
LWM
644
LeConte Wealth Management
Tennessee
$235K +$25.2K +415 +12%
JF
645
Jump Financial
Illinois
$233K -$44.9K -739 -16%
WIA
646
World Investment Advisors
California
$230K +$17.5K +287 +8%
MF
647
Magnetar Financial
Illinois
$229K +$244K +4,007 New
LFA
648
Legacy Financial Advisors
Kentucky
$228K +$486 +8 +0.2%
SFS
649
Sowell Financial Services
Arkansas
$227K -$16.4K -270 -7%
SIA
650
Soltis Investment Advisors
Utah
$225K +$24.9K +409 +12%
24 25
26
27 28