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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
651
Bluesphere Advisors
Pennsylvania
$351K – – –
CMTU
652
Capital Markets Trading (UK)
United Kingdom
$349K -$570K -7,881 -66%
WI
653
WBI Investments
New Jersey
$349K +$298K +4,121 New
CCB
654
Cutter & Co Brokerage
Missouri
$348K -$83.2K -1,150 -22%
SB
655
Strategic Blueprint
Georgia
$348K +$19.2K +266 +7%
PWPS
656
Pinnacle Wealth Planning Services
Ohio
$348K -$289 -4 -0.1%
GT
657
Greenleaf Trust
Michigan
$348K +$3.54K +49 +1%
DWT
658
Dorsey & Whitney Trust
South Dakota
$347K -$100K -1,385 -25%
WA
659
WP Advisors
California
$346K -$93.4K -1,291 -24%
AWE
660
Avidian Wealth Enterprises
Texas
$345K -$25.3K -350 -8%
PSP
661
Principal Street Partners
Tennessee
$344K +$304K +4,207 New
VAM
662
Vienna Asset Management
California
$344K +$71.7K +991 +32%
EWG
663
Executive Wealth Group
Washington
$344K +$325K +4,500 New
MPW
664
Monterey Private Wealth
California
$342K +$289 +4 +0.1%
RSWM
665
Robertson Stephens Wealth Management
California
$341K +$72 +1 +0%
MA
666
MCF Advisors
Kentucky
$339K +$651 +9 +0.2%
PCG
667
Prosperity Consulting Group
Maryland
$339K +$290K +4,003 New
SB
668
Simmons Bank
Arkansas
$334K +$46.9K +648 +20%
WPIC
669
White Pine Investment Company
Michigan
$333K +$27.1K +375 +11%
SA
670
Sicart Associates
New York
$332K – – –
CIA
671
Concurrent Investment Advisors
Florida
$331K -$61.7K -853 -18%
PA
672
Parallel Advisors
California
$329K -$18K -249 -6%
GDP
673
Great Diamond Partners
Maine
$325K -$579 -8 -0.2%
EWM
674
Empirical Wealth Management
Washington
$324K +$31.8K +439 +13%
WMP
675
Wealth Management Partners
Arizona
$323K +$17.8K +246 +7%
25 26
27
28 29