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Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
WMP
676
Wealth Management Partners
Arizona
$323K +$17.8K +246 +7%
TCA
677
Transcend Capital Advisors
New Jersey
$320K +$1.23K +17 +0.5%
SC
678
Syon Capital
California
$318K +$5.64K +78 +2%
BFWM
679
Bright Futures Wealth Management
New York
$312K +$356K +4,920 New
SAM
680
Sompo Asset Management
Japan
$311K -$421K -5,820 -61%
WPC
681
Wedmont Private Capital
Pennsylvania
$311K +$68.2K +943 +32%
SGCA
682
Steel Grove Capital Advisors
Tennessee
$311K +$266K +3,673 New
SAM
683
Shell Asset Management
Netherlands
$310K +$347K +4,801 New
NFSG
684
Newbridge Financial Services Group
Florida
$309K -$492K -6,798 -65%
AC
685
Avestar Capital
New York
$309K +$18.3K +253 +7%
AC
686
ASB Consultores
Florida
$308K +$264K +3,645 New
EWA
687
EP Wealth Advisors
California
$308K -$28.6K -395 -10%
CH
688
Canton Hathaway
Rhode Island
$308K +$263K +3,640 New
KWM
689
Kingsview Wealth Management
Oregon
$306K -$517K -7,145 -66%
HIA
690
Harbor Investment Advisory
Maryland
$305K -$14.5K -200 -5%
AF
691
Allworth Financial
California
$305K +$45.4K +628 +21%
BCM
692
BluePointe Capital Management
California
$304K – – –
LW
693
Libra Wealth
California
$301K – – –
MWA
694
Meridian Wealth Advisors
Texas
$299K – – –
EP
695
Edgestream Partners
New Jersey
$297K -$1.6M -22,093 -86%
SAM
696
Secure Asset Management
Michigan
$297K +$9.04K +125 +4%
PWG
697
Portside Wealth Group
Utah
$294K +$22.4K +309 +10%
AWM
698
AE Wealth Management
Kansas
$293K -$1.82M -25,129 -88%
AC
699
Aristeia Capital
Connecticut
$292K +$250K +3,456 New
ECM
700
EMC Capital Management
Texas
$292K – – –
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