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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
726
Strategic Wealth Partners
Ohio
$5K – – –
AOWM
727
Alpha Omega Wealth Management
Virginia
$5K +$5.1K +73 New
SIAS
728
Shine Investment Advisory Services
Colorado
$4K -$32K -458 -90%
AWMF
729
Arbor Wealth Management (Florida)
Florida
$4K – – –
ADL
730
Asset Dedication LLC
California
$4K – – –
GAM
731
Gemmer Asset Management
California
$4K – – –
TL
732
TrueWealth LLC
Georgia
$4K – – –
AWM
733
Avior Wealth Management
Nebraska
$4K +$3.49K +50 New
SIM
734
Sonora Investment Management
Arizona
$4K +$3.49K +50 New
POIA
735
Pin Oak Investment Advisors
Texas
$4K +$4.19K +60 New
TCOV
736
Trust Company of Vermont
Vermont
$3K -$1.82K -26 -35%
NCM
737
New Capital Management
Texas
$3K – – –
TCM
738
Tradewinds Capital Management
Washington
$3K – – –
BSG
739
Black Swift Group
Colorado
$2K – – –
TAIM
740
TD Ameritrade Investment Management
Nebraska
$2K – – –
GFPC
741
Global Financial Private Capital
Florida
$2K +$1.89K +27 New
FCA
742
FinTrust Capital Advisors
South Carolina
$2K +$1.96K +28 New
BL
743
Balentine LLC
Georgia
$2K +$2.17K +31 New
AIM
744
Anchor Investment Management
South Carolina
$1.81K +$1.75K +25 New
LWA
745
Lenox Wealth Advisors
New York
$1K -$13.8K -198 -94%
AC
746
Avestar Capital
New York
$1K – – –
BHWM
747
Bay Harbor Wealth Management
Maryland
$1K – – –
BWL
748
Bogart Wealth LLC
Virginia
$1K – – –
CAM
749
ClariVest Asset Management
California
$1K – – –
SIS
750
Sound Income Strategies
Florida
$1K – – –
28 29
30
31 32