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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
MCP
701
Mirador Capital Partners
California
$222K +$218K +3,525 New
BJL
702
Brighton Jones LLC
Washington
$221K -$7.96K -129 -4%
CCMT
703
CMT Capital Markets Trading
Germany
$220K -$247K -4,000 -53%
CGH
704
Crossmark Global Holdings
Texas
$218K +$214K +3,465 New
PA
705
Pinnacle Associates
New York
$218K -$68.3K -1,107 -24%
C
706
Certuity
Florida
$217K +$213K +3,451 New
KFS
707
Kaizen Financial Strategies
California
$217K +$187K +3,024 New
CW
708
CreativeOne Wealth
Kansas
$216K +$213K +3,445 New
AF
709
Advisornet Financial
Minnesota
$215K -$573K -9,284 -73%
CWP
710
Cyndeo Wealth Partners
Florida
$211K +$207K +3,352 New
JAWM
711
J. Arnold Wealth Management
Ohio
$211K +$207K +3,351 New
IEFM
712
IQ EQ Fund Management
Ireland
$209K +$205K +3,322 New
MWA
713
Moser Wealth Advisors
Washington
$208K +$15.7K +254 +8%
GDP
714
Great Diamond Partners
Maine
$208K +$204K +3,310 New
AC
715
ASB Consultores
Florida
$207K +$204K +3,300 New
TI
716
Telemetry Investments
New York
$207K +$204K +3,302 New
PWS
717
Precision Wealth Strategies
Missouri
$207K -$223K -3,618 -52%
FHA
718
First Horizon Advisors
Tennessee
$205K +$14.2K +230 +8%
CF
719
Centaurus Financial
California
$205K +$5.12K +83 +3%
JWCA
720
J.W. Cole Advisors
Florida
$203K -$56.3K -913 -22%
EFG
721
Everhart Financial Group
Ohio
$201K +$198K +3,206 New
SWA
722
Sutton Wealth Advisors
Florida
$201K +$134K +2,175 +212%
BF
723
BOK Financial
Oklahoma
$200K -$242K -3,928 -55%
AAS
724
Ameritas Advisory Services
Nebraska
$200K +$197K +3,185 New
WQ
725
Wealth Quarterback
New Jersey
$200K +$196K +3,184 New
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