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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
676
Bluesphere Advisors
Pennsylvania
$402K +$47.7K +582 +14%
CAM
677
CenterStar Asset Management
Illinois
$401K +$387K +4,715 New
ATS
678
Ashton Thomas Securities
New York
$400K +$8.12K +99 +2%
AM
679
AGF Management
Ontario, Canada
$399K +$385K +4,690 New
BJL
680
Brighton Jones LLC
Washington
$395K +$37.2K +454 +11%
EPA
681
Element Pointe Advisors
Florida
$393K – – –
T
682
TOBAM
France
$393K +$52.1K +635 +16%
SI
683
Stonekeep Investments
New Mexico
$391K +$66K +805 +21%
CGH
684
Crossmark Global Holdings
Texas
$390K -$4.76K -58 -1%
LCM
685
Lazari Capital Management
California
$390K -$16.4K -200 -4%
AC
686
Addison Capital
Pennsylvania
$389K – – –
CPL
687
CAP Partners LLC
Tennessee
$387K -$21.7K -264 -5%
PWG
688
Portside Wealth Group
Utah
$385K +$34.9K +426 +10%
AWE
689
Avidian Wealth Enterprises
Texas
$384K +$5.99K +73 +2%
EDRH
690
Edmond de Rothschild Holding
Switzerland
$382K +$115K +1,400 +45%
PWM
691
Prosperity Wealth Management
California
$382K +$369K +4,495 New
GRP
692
Global Retirement Partners
California
$381K +$59.2K +722 +19%
WWM
693
Western Wealth Management
Colorado
$380K -$14.7K -179 -4%
PPP
694
Private Portfolio Partners
New Jersey
$379K -$113K -1,377 -24%
FFA
695
Farther Finance Advisors
California
$378K +$104K +1,266 +40%
FHB
696
First Hawaiian Bank
Hawaii
$376K -$47.9K -584 -12%
PWPS
697
Pinnacle Wealth Planning Services
Ohio
$366K +$6.97K +85 +2%
GL
698
GHE LLC
Tennessee
$365K -$71.4K -870 -17%
CCM
699
Conway Capital Management
California
$363K – – –
RSWM
700
Robertson Stephens Wealth Management
California
$361K -$231K -2,820 -40%
26 27
28
29 30