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Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
651
Private Portfolio Partners
New Jersey
$286K -$50.9K -825 -15%
TWP
652
Tempus Wealth Planning
California
$286K +$281K +4,556 New
RSWM
653
Robertson Stephens Wealth Management
California
$286K +$281K +4,549 New
UCMOK
654
United Capital Management of KS
Kansas
$285K -$37.2K -603 -12%
NFP
655
Narus Financial Partners
Utah
$285K +$280K +4,534 New
KMWM
656
Keudell/Morrison Wealth Management
Oregon
$285K -$16.4K -266 -6%
BFS
657
Bradley Foster & Sargent
Connecticut
$285K -$4.38K -71 -2%
OIA
658
OneDigital Investment Advisors
Kansas
$285K -$75.5K -1,224 -21%
NAM
659
NorthCrest Asset Manangement
Minnesota
$284K -$107K -1,730 -28%
AIM
660
Aigen Investment Management
New York
$283K -$1.99M -32,226 -88%
BIAS
661
Beacon Investment Advisory Services
New Jersey
$283K -$164K -2,655 -37%
PGWM
662
Pitti Group Wealth Management
New York
$283K +$277K +4,497 New
RBFC
663
Roman Butler Fullerton & Co
Missouri
$282K +$232K +3,758 New
GG
664
Gofen & Glossberg
Illinois
$280K -$8.33K -135 -3%
PCA
665
Personal Capital Advisors
California
$278K -$10.9K -177 -4%
BP
666
Ballentine Partners
Massachusetts
$275K +$271K +4,384 New
WB
667
WesBanco Bank
West Virginia
$275K +$271K +4,385 New
SMH
668
Sanders Morris Harris
Texas
$275K -$30.9K -500 -10%
HFM
669
Harvest Fund Management
China
$271K +$214K +3,471 +413%
MAS
670
Meeder Advisory Services
Ohio
$270K +$265K +4,298 New
GAMC
671
Garner Asset Management Corp
Texas
$269K -$1.23K -20 -0.5%
WR
672
WD Rutherford
Oregon
$269K -$7.4K -120 -3%
KTC
673
Kistler-Tiffany Companies
Pennsylvania
$267K -$71.8K -1,163 -22%
SCM
674
Schnieders Capital Management
California
$266K – – –
CCM
675
Conway Capital Management
California
$260K -$30.9K -500 -11%
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