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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
676
RB Capital Management
Nevada
$984K +$69K +295 +7%
MIG
677
McGuire Investment Group
Rhode Island
$983K +$58.5K +250 +6%
RBFC
678
Roman Butler Fullerton & Co
Missouri
$982K -$52.4K -224 -6%
SC
679
Sepio Capital
Utah
$979K +$1.01M +4,314 New
AWM
680
Apollon Wealth Management
South Carolina
$977K +$1.01M +4,302 New
OPS
681
Orion Portfolio Solutions
Nebraska
$970K +$38.8K +166 +4%
SMC
682
Smith, Moore & Co
Missouri
$962K -$26.9K -115 -3%
EWM
683
Empirical Wealth Management
Washington
$956K +$19.4K +83 +2%
TCWM
684
Total Clarity Wealth Management
Illinois
$953K +$6.32K +27 +0.6%
FVWA
685
Foster Victor Wealth Advisors
South Carolina
$944K +$501K +2,141 +163%
UH
686
Unigestion Holding
Switzerland
$941K +$408K +1,743 +73%
C
687
Certuity
Florida
$940K +$123K +527 +15%
PCS
688
Personal CFO Solutions
New Jersey
$934K -$252K -1,077 -21%
FB
689
Fulton Bank
Pennsylvania
$931K -$98K -419 -9%
PFA
690
Paradigm Financial Advisors
Missouri
$929K +$502K +2,145 +110%
GAMC
691
Garner Asset Management Corp
Texas
$926K -$122K -520 -11%
BCM
692
Brookstone Capital Management
Illinois
$925K -$781K -3,338 -45%
CCA
693
Column Capital Advisors
Indiana
$925K -$84K -359 -8%
BL
694
BFSG LLC
California
$923K +$936 +4 +0.1%
SCM
695
Schnieders Capital Management
California
$922K +$30.9K +132 +3%
CST
696
Charles Schwab Trust
Nevada
$918K – – –
CAGAS
697
Capital Advisory Group Advisory Services
Minnesota
$915K +$84.7K +362 +10%
AIP
698
Almanack Investment Partners
Pennsylvania
$911K -$197K -844 -17%
MFG
699
Menard Financial Group
Texas
$911K -$70.6K -302 -7%
IA
700
Insight Advisors
Pennsylvania
$910K +$80.7K +345 +10%
26 27
28
29 30