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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SBIA
701
Sheaff Brock Investment Advisors
Indiana
$211K +$230K +3,068 New
CL
702
Choreo LLC
Illinois
$211K +$230K +3,067 New
CWM
703
Cornerstone Wealth Management
Missouri
$209K +$228K +3,047 New
MWM
704
Mission Wealth Management
California
$209K +$227K +3,038 New
TPWM
705
Twelve Points Wealth Management
Massachusetts
$207K +$226K +3,022 New
BFM
706
Boothbay Fund Management
New York
$207K -$3.95M -52,744 -95%
CFG
707
Carr Financial Group
Massachusetts
$206K +$225K +3,000 New
VWM
708
Venturi Wealth Management
Texas
$206K +$224K +2,994 New
TPW
709
Transatlantique Private Wealth
New York
$205K +$224K +2,992 New
ECM
710
Evergreen Capital Management
Washington
$205K +$224K +2,991 New
PVH
711
Psagot Value Holdings
Israel
$204K -$524K -7,000 -70%
AP
712
Adero Partners
California
$203K +$222K +2,964 New
BWP
713
BSW Wealth Partners
Colorado
$203K -$64K -855 -22%
CWM
714
Catalyst Wealth Management
Georgia
$202K +$220K +2,937 New
SMC
715
Smith, Moore & Co
Missouri
$202K +$220K +2,937 New
HWM
716
Howard Wealth Management
Connecticut
$201K +$219K +2,928 New
SYBT
717
Stock Yards Bank & Trust
Kentucky
$201K +$219K +2,931 New
CC
718
Corton Capital
Ontario, Canada
$200K +$218K +2,919 New
MTIM
719
Marathon Trading Investment Management
Pennsylvania
$200K -$54.8K -732 -20%
WTC
720
WhitTier Trust Company
Nevada
$172K -$1.18M -15,745 -86%
QPBE
721
Quintet Private Bank (Europe)
Luxembourg
$171K +$187K +2,495 New
CFB
722
Cullen/Frost Bankers
Texas
$170K -$24.2K -323 -12%
RI
723
Ridgewood Investments
New Jersey
$160K +$174K +2,329 New
ECM
724
EMC Capital Management
Texas
$159K – – –
GTAM
725
Global Trust Asset Management
Florida
$159K +$22.5K +300 +15%
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