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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
MIG
651
McGuire Investment Group
Rhode Island
$732K +$46.7K +386 +8%
PA
652
Procyon Advisors
Connecticut
$732K +$358K +2,957 +121%
PPP
653
Private Portfolio Partners
New Jersey
$731K -$32K -264 -5%
WP
654
WealthPLAN Partners
Nebraska
$730K +$582K +4,809 +191%
WIM
655
WealthPlan Investment Management
Nebraska
$730K +$887K +7,329 New
AO
656
Advisor OS
Illinois
$727K -$68K -562 -9%
AF
657
Aldebaran Financial
$727K +$6.05K +50 +0.9%
PP
658
Paloma Partners
Connecticut
$724K -$3.46M -28,542 -84%
PPW
659
Pinnacle Private Wealth
Massachusetts
$723K -$56.2K -464 -8%
GAG
660
GM Advisory Group
New York
$723K +$138K +1,142 +27%
OWA
661
Octavia Wealth Advisors
Ohio
$722K +$277K +2,284 +75%
TFS
662
Thoroughbred Financial Services
Tennessee
$720K +$166K +1,372 +35%
PFGIA
663
Patriot Financial Group Insurance Agency
Massachusetts
$719K +$4.96K +41 +0.8%
PCM
664
PAR Capital Management
Massachusetts
$719K +$642K +5,300 New
BA
665
Bridgewater Advisors
New York
$715K -$19.4K -160 -3%
SFS
666
Stiles Financial Services
Minnesota
$703K -$35.2K -291 -5%
PCM
667
Prelude Capital Management
New York
$702K +$627K +5,178 New
BFS
668
Bradley Foster & Sargent
Connecticut
$699K +$427K +3,525 +217%
AC
669
Addison Capital
Pennsylvania
$698K – – –
JG
670
Jefferies Group
New York
$698K -$3.71M -30,621 -86%
CB
671
CNB Bank
Pennsylvania
$684K +$195K +1,614 +47%
CI
672
Cigna Investments
Connecticut
$679K +$256K +2,117 +73%
AAIM
673
American Assets Investment Management
California
$678K – – –
TFP
674
Tilia Fiduciary Partners
North Carolina
$678K +$19.3K +159 +3%
BCM
675
Bluefin Capital Management
New York
$678K +$605K +5,000 New
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