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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
651
Premier Path Wealth Partners
New Jersey
$264K -$115K -1,545 -24%
HIA
652
Harbor Investment Advisory
Maryland
$257K -$373 -5 -0.1%
UBP
653
Union Bancaire Privee
Switzerland
$253K -$39K -522 -11%
ATS
654
Ashton Thomas Securities
New York
$252K -$5.22K -70 -1%
FCH
655
Freestone Capital Holdings
Washington
$250K -$42.3K -567 -11%
TFCP
656
Twin Focus Capital Partners
Massachusetts
$250K +$343K +4,600 New
LCM
657
Lazari Capital Management
California
$249K – – –
HAG
658
HighPoint Advisor Group
Illinois
$249K +$29.9K +401 +11%
EPA
659
Element Pointe Advisors
Florida
$249K -$3.36K -45 -1%
NP
660
NorthRock Partners
Minnesota
$249K +$76.8K +1,029 +29%
CGH
661
Crossmark Global Holdings
Texas
$247K -$3.06K -41 -0.9%
CA
662
Carson Advisory
Georgia
$244K +$56K +750 +20%
AFP
663
Ausdal Financial Partners
Iowa
$243K +$116K +1,551 +53%
AWE
664
Avidian Wealth Enterprises
Texas
$242K -$4.33K -58 -1%
GT
665
Greenleaf Trust
Michigan
$242K +$27.2K +364 +9%
MWM
666
Mindset Wealth Management
Indiana
$238K +$81.5K +1,092 +33%
CAU
667
Caxton Associates (UK)
$237K +$326K +4,370 New
RSWM
668
Robertson Stephens Wealth Management
California
$237K +$7.99K +107 +3%
BJL
669
Brighton Jones LLC
Washington
$235K -$23.8K -319 -7%
AWM
670
Axxcess Wealth Management
California
$235K -$128K -1,720 -28%
CAM
671
Cidel Asset Management
Ontario, Canada
$234K +$23.3K +312 +8%
GL
672
GHE LLC
Tennessee
$234K – – –
FG
673
Fairman Group
Pennsylvania
$234K – – –
AC
674
Addison Capital
Pennsylvania
$233K -$21.6K -290 -6%
PWPS
675
Pinnacle Wealth Planning Services
Ohio
$232K -$2.09K -28 -0.7%
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