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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
LW
676
Libra Wealth
California
$239K – – –
MWA
677
Meridian Wealth Advisors
Texas
$238K – – –
GTAM
678
Global Trust Asset Management
Florida
$232K +$54.8K +848 +32%
AAM
679
Azzad Asset Management
Virginia
$232K -$85.9K -1,330 -28%
FFA
680
First Foundation Advisors
California
$224K +$216K +3,342 New
SMC
681
Smith, Moore & Co
Missouri
$223K -$2.91K -45 -1%
QL
682
Quarry LP
New York
$222K +$114K +1,769 +115%
EP
683
Edgestream Partners
New Jersey
$221K -$99.2K -1,535 -32%
CFG
684
Citizens Financial Group
Rhode Island
$221K +$1.29K +20 +0.6%
KA
685
Kovack Advisors
Florida
$221K +$10.9K +169 +5%
CFP
686
Cascade Financial Partners
California
$219K +$194K +3,005 New
GFG
687
Goldstone Financial Group
Illinois
$218K +$210K +3,247 New
TCA
688
Transcend Capital Advisors
New Jersey
$218K -$23.8K -368 -10%
PCS
689
Personal CFO Solutions
New Jersey
$218K -$1.29K -20 -0.6%
SA
690
Sicart Associates
New York
$217K – – –
EWM
691
Empirical Wealth Management
Washington
$216K -$13.2K -204 -6%
ACGA
692
Atlanta Consulting Group Advisors
Georgia
$216K +$208K +3,222 New
CPIG
693
Chicago Partners Investment Group
Illinois
$216K -$178K -2,758 -48%
WWM
694
Westwood Wealth Management
California
$215K -$22.6K -350 -10%
AWM
695
AE Wealth Management
Kansas
$215K -$36.8K -570 -15%
AFP
696
Ausdal Financial Partners
Iowa
$215K -$36.2K -561 -15%
VFPW
697
Vantage Financial Partners (Wisconsin)
Wisconsin
$214K +$206K +3,189 New
FFA
698
Farther Finance Advisors
California
$213K +$7.75K +120 +4%
PA
699
Pinnacle Associates
New York
$212K +$177K +2,742 New
FPAS
700
Focus Partners Advisor Solutions
Missouri
$211K +$203K +3,144 New
26 27
28
29 30