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Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
676
Addison Capital
Pennsylvania
$233K -$21.6K -290 -6%
PWPS
677
Pinnacle Wealth Planning Services
Ohio
$232K -$2.09K -28 -0.7%
CCM
678
Conway Capital Management
California
$232K – – –
CPL
679
CAP Partners LLC
Tennessee
$231K -$22.2K -297 -7%
LS
680
Livforsakringsbolaget Skandia
Sweden
$231K – – –
WWM
681
Western Wealth Management
Colorado
$231K -$17.1K -229 -5%
SB
682
Simmons Bank
Arkansas
$229K -$2.46K -33 -0.8%
FMLI
683
Fukoku Mutual Life Insurance
Japan
$226K -$202K -2,700 -39%
BFS
684
Bradley Foster & Sargent
Connecticut
$226K – – –
BA
685
Bluesphere Advisors
Pennsylvania
$225K -$43.4K -582 -12%
PGWM
686
Pitti Group Wealth Management
New York
$223K -$2.46K -33 -0.8%
FSA
687
Financial Sense Advisors
California
$222K -$4.09M -54,859 -93%
1WA
688
180 Wealth Advisors
Washington
$222K +$79.2K +1,061 +35%
FSA
689
Franklin Street Advisors
North Carolina
$222K -$2.25M -30,200 -88%
DC
690
Davenport & Co
Virginia
$221K +$1.79K +24 +0.6%
TAM
691
Titleist Asset Management
Texas
$221K -$394K -5,280 -56%
MA
692
MCF Advisors
Kentucky
$220K – – –
MPW
693
Monterey Private Wealth
California
$220K +$75 +1 +0%
RWB
694
RMR Wealth Builders
New Jersey
$218K +$65.7K +880 +28%
RLWM
695
RF&L Wealth Management
Massachusetts
$217K – – –
CCM
696
Chaney Capital Management
Washington
$216K – – –
CPA
697
Cardiff Park Advisors
California
$215K -$12.7K -170 -4%
VIPI
698
Vista Investment Partners II
Indiana
$215K +$101K +1,356 +52%
DWT
699
Dorsey & Whitney Trust
South Dakota
$214K -$9.03K -121 -3%
SQA
700
Simon Quick Advisors
New Jersey
$214K +$115K +1,542 +65%
26 27
28
29 30