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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
IWN
676
Independent Wealth Network
Iowa
$261K -$22.9K -306 -8%
AWM
677
AE Wealth Management
Kansas
$260K -$299K -3,994 -53%
AWM
678
Axxcess Wealth Management
California
$259K -$27.7K -370 -9%
SC
679
Scotia Capital
Ontario, Canada
$257K -$25.1K -335 -9%
LFAS
680
Level Four Advisory Services
Texas
$255K +$264K +3,529 New
CAM
681
Covenant Asset Management
New Jersey
$254K – – –
CFM
682
Catalyst Funds Management
Australia
$253K -$2.01M -26,790 -88%
JCM
683
Jacobi Capital Management
Pennsylvania
$249K – – –
QWM
684
Quadcap Wealth Management
Texas
$247K -$225K -3,008 -47%
FC
685
Farringdon Capital
United Kingdom
$246K +$255K +3,408 New
PFM
686
Patton Fund Management
Texas
$245K +$253K +3,386 New
VFPW
687
Vantage Financial Partners (Wisconsin)
Wisconsin
$244K +$253K +3,374 New
HIA
688
Harbor Investment Advisory
Maryland
$242K -$29.8K -398 -11%
SIA
689
Soltis Investment Advisors
Utah
$241K +$23.7K +317 +11%
MWM
690
Mascagni Wealth Management
Mississippi
$240K -$3.74K -50 -1%
BW
691
BXM Wealth
Colorado
$239K +$247K +3,305 New
RCAG
692
Rehmann Capital Advisory Group
Michigan
$233K +$6.14K +82 +3%
CSS
693
Cubist Systematic Strategies
Connecticut
$233K +$241K +3,223 New
TAM
694
Titleist Asset Management
Texas
$232K -$60.1K -803 -20%
FMLI
695
Fukoku Mutual Life Insurance
Japan
$232K -$50K -668 -17%
CWM
696
Cornerstone Wealth Management
Missouri
$232K -$17.7K -237 -7%
AC
697
Aristeia Capital
Connecticut
$231K +$239K +3,192 New
TPCW
698
TD Private Client Wealth
New York
$230K +$4.49K +60 +2%
KCM
699
Kathmere Capital Management
Pennsylvania
$230K +$6.29K +84 +3%
HIP
700
HUB Investment Partners
Texas
$230K +$238K +3,179 New
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