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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
701
Ashton Thomas Private Wealth
Arizona
$1.17M -$27.5K -107 -2%
PCA
702
Personal Capital Advisors
California
$1.16M +$391K +1,521 +46%
IA
703
IAM Advisory
Pennsylvania
$1.16M +$1.28M +4,998 New
MIG
704
McGuire Investment Group
Rhode Island
$1.16M +$28.3K +110 +2%
NAM
705
NorthCoast Asset Management
Connecticut
$1.16M +$16.2K +63 +1%
RCM
706
RB Capital Management
Nevada
$1.14M +$29.3K +114 +2%
CWM
707
Cabot Wealth Management
Massachusetts
$1.14M +$1.22M +4,752 New
GAM
708
Griffin Asset Management
New York
$1.13M -$95K -370 -7%
TCWM
709
Total Clarity Wealth Management
Illinois
$1.13M +$60.4K +235 +5%
GG
710
Gofen & Glossberg
Illinois
$1.13M +$266K +1,035 +28%
AWA
711
Aaron Wealth Advisors
Illinois
$1.12M -$2.57K -10 -0.2%
FAIM
712
Financial Advocates Investment Management
Washington
$1.12M -$216K -841 -15%
AA
713
Ancora Advisors
Ohio
$1.12M +$2.31K +9 +0.2%
CW
714
CreativeOne Wealth
Kansas
$1.12M -$5.91K -23 -0.5%
HCM
715
Hodges Capital Management
Texas
$1.12M +$565K +2,200 +90%
VLC
716
Van Leeuwen & Company
New Jersey
$1.11M – – –
C
717
Certuity
Florida
$1.11M +$173K +674 +17%
MRCM
718
M&R Capital Management
New Jersey
$1.1M +$51.4K +200 +5%
AWM
719
Apollon Wealth Management
South Carolina
$1.1M +$261K +1,017 +28%
BBP
720
Banco BTG Pactual
Brazil
$1.1M – – –
CA
721
Clearstead Advisors
Ohio
$1.09M -$272K -1,059 -19%
SM
722
SG3 Management
Puerto Rico
$1.08M +$642K +2,500 +125%
ACM
723
Ascendant Capital Management
California
$1.08M +$1.16M +4,500 New
OPS
724
Orion Portfolio Solutions
Nebraska
$1.07M +$88.1K +343 +8%
CRWM
725
Castle Rock Wealth Management
California
$1.07M +$773K +3,009 +198%
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