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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
676
Bridgewater Advisors
New York
$1.32M -$63.4K -247 -4%
NFC
677
Northeast Financial Consultants
Connecticut
$1.31M +$414K +1,610 +42%
MWM
678
Meridian Wealth Management
Kentucky
$1.31M -$164K -640 -10%
PAM
679
Panagora Asset Management
Massachusetts
$1.3M +$542K +2,111 +64%
NFG
680
Next Financial Group
Texas
$1.29M -$1.34M -5,221 -49%
IA
681
Insight Advisors
Pennsylvania
$1.29M -$1.28K -5 -0.1%
LTI
682
Laffer Tengler Investments
Tennessee
$1.27M +$338K +1,316 +33%
AP
683
Americana Partners
Texas
$1.26M +$1.03M +4,010 +319%
AF
684
Aldebaran Financial
$1.25M -$6.42K -25 -0.5%
LS
685
Livforsakringsbolaget Skandia
Sweden
$1.25M -$308K -1,200 -19%
FT
686
Fiduciary Trust
Massachusetts
$1.25M -$20.5K -80 -2%
AO
687
Advisor OS
Illinois
$1.25M +$31.3K +122 +2%
LB
688
Legacy Bridge
Iowa
$1.24M +$44.7K +174 +3%
CCG
689
Capital CS Group
California
$1.23M +$837K +3,258 +175%
AC
690
Addison Capital
Pennsylvania
$1.22M -$10.3K -40 -0.8%
LNWWM
691
Laird Norton Wetherby Wealth Management
California
$1.22M +$42.9K +167 +3%
WCM
692
Washburn Capital Management
Florida
$1.21M -$38.5K -150 -3%
AAIM
693
American Assets Investment Management
California
$1.2M – – –
HH
694
Hilltop Holdings
Texas
$1.2M +$286K +1,115 +29%
SS
695
Sunbelt Securities
Texas
$1.2M – – –
PFGIA
696
Patriot Financial Group Insurance Agency
Massachusetts
$1.19M +$62.9K +245 +5%
PPP
697
Private Portfolio Partners
New Jersey
$1.19M -$8.99K -35 -0.7%
SMH
698
Sanders Morris Harris
Texas
$1.19M – – –
KLCM
699
KG&L Capital Management
Louisiana
$1.18M +$293K +1,141 +30%
WFC
700
Western Financial Corp
California
$1.18M +$65.2K +254 +5%
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