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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
701
Empirical Wealth Management
Washington
$837K -$229K -1,057 -17%
LB
702
Legacy Bridge
Iowa
$837K – – –
PWPS
703
Pinnacle Wealth Planning Services
Ohio
$835K +$1.12M +5,169 New
AC
704
Addison Capital
Pennsylvania
$831K +$16.3K +75 +1%
FHB
705
First Hawaiian Bank
Hawaii
$809K -$119K -548 -10%
MIG
706
McGuire Investment Group
Rhode Island
$809K +$37.3K +172 +4%
AAIM
707
American Assets Investment Management
California
$808K – – –
BCM
708
Brookstone Capital Management
Illinois
$807K -$1.54M -7,125 -56%
GAM
709
Gotham Asset Management
New York
$801K -$1.25M -5,774 -54%
MCC
710
Money Concepts Capital
Florida
$794K +$1.07M +4,915 New
VI
711
Vestcor Inc
New Brunswick, Canada
$792K -$189K -872 -15%
TMAM
712
Tokio Marine Asset Management
Japan
$783K +$85.2K +393 +9%
TFP
713
Tilia Fiduciary Partners
North Carolina
$782K +$1.05M +4,844 New
QPW
714
Quantum Private Wealth
Florida
$781K +$1.05M +4,838 New
SMH
715
Sanders Morris Harris
Texas
$780K – – –
PVH
716
Psagot Value Holdings
Israel
$779K -$152K -700 -13%
CW
717
Connectus Wealth
Ohio
$778K +$1.04M +4,816 New
AC
718
Avestar Capital
New York
$777K -$943K -4,352 -48%
MWM
719
Meridian Wealth Management
Kentucky
$776K -$142K -654 -12%
MCM
720
MAI Capital Management
Ohio
$772K +$397K +1,830 +62%
LCM
721
Lattice Capital Management
Washington
$759K +$1.02M +4,700 New
AWA
722
Aaron Wealth Advisors
Illinois
$757K +$2.17K +10 +0.2%
HCM
723
Hodges Capital Management
Texas
$751K – – –
CA
724
Clearstead Advisors
Ohio
$751K +$23K +106 +2%
AA
725
Ancora Advisors
Ohio
$746K -$9.54K -44 -0.9%
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