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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
651
International Assets Investment Management
Florida
$251K -$63.6K -1,018 -21%
EWM
652
Empirical Wealth Management
Washington
$250K -$16.6K -266 -7%
KLCM
653
KG&L Capital Management
Louisiana
$249K +$20.8K +333 +10%
PCS
654
Personal CFO Solutions
New Jersey
$246K +$4K +64 +2%
MFG
655
Merit Financial Group
Georgia
$245K +$230K +3,680 New
LC
656
Lindbrook Capital
California
$245K -$46.9K -751 -17%
CCM
657
Conway Capital Management
California
$243K -$31.2K -500 -12%
NA
658
NewEdge Advisors
Louisiana
$240K -$222K -3,551 -50%
GFA
659
Gallagher Fiduciary Advisors
Illinois
$240K +$226K +3,610 New
WT
660
Whittier Trust
California
$239K -$151K -2,412 -40%
VWA
661
Visionary Wealth Advisors
Illinois
$237K +$27.5K +440 +14%
MWA
662
Meridian Wealth Advisors
Texas
$237K +$1.13K +18 +0.5%
LW
663
Libra Wealth
California
$237K – – –
BC
664
Bartlett & Co
Ohio
$235K +$220K +3,527 New
HH
665
Hilltop Holdings
Texas
$235K -$79.2K -1,268 -26%
BCWM
666
Bartlett & Co Wealth Management
Ohio
$235K +$220K +3,527 New
VWM
667
Venturi Wealth Management
Texas
$225K +$23.8K +381 +13%
MTIM
668
Marathon Trading Investment Management
Pennsylvania
$223K +$27.1K +434 +15%
PWM
669
Prosperity Wealth Management
California
$221K +$207K +3,319 New
QC
670
Quent Capital
New York
$220K -$2.44K -39 -1%
MGIA
671
Moneta Group Investment Advisors
Missouri
$218K -$36.9K -590 -15%
I
672
InceptionR
California
$218K -$12.7K -204 -6%
CCM
673
Canal Capital Management
Virginia
$216K -$14.7K -236 -7%
GC
674
Grimes & Company
Massachusetts
$215K -$11K -176 -5%
ICG
675
InterOcean Capital Group
Tennessee
$214K -$118K -1,891 -37%
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