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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
726
Larson Financial Group
Missouri
$129K +$60.3K +787 +176%
CFD
727
Creative Financial Designs
Indiana
$129K +$81K +1,058 +622%
GRP
728
Global Retirement Partners
California
$114K -$7.04K -92 -8%
WT
729
Washington Trust
Rhode Island
$111K -$47.7K -623 -37%
PO
730
Private Ocean
California
$111K -$45.9K -600 -36%
LC
731
Lindbrook Capital
California
$109K +$2.68K +35 +3%
ANBT
732
American National Bank & Trust
Texas
$105K – – –
CA
733
Crewe Advisors
Utah
$105K – – –
MF
734
Manchester Financial
California
$105K – – –
JCM
735
Jacobi Capital Management
Pennsylvania
$103K +$1.15K +15 +2%
WC
736
Wexford Capital
Florida
$100K +$72.7K +950 New
S
737
SignatureFD
Georgia
$99K -$15.8K -207 -18%
OSAM
738
O'Shaughnessy Asset Management
Connecticut
$99K +$71.4K +932 +7,767%
CLOS
739
Compagnie Lombard Odier SCmA
Switzerland
$98K -$314K -4,100 -81%
BEI
740
Benjamin Edwards Inc
Missouri
$95K +$919 +12 +1%
CAL
741
Capital Advisors Ltd
Ohio
$94K – – –
MAWCM
742
Mine & Arao Wealth Creation & Management
California
$94K – – –
AIM
743
Anchor Investment Management
South Carolina
$93.4K – – –
LWCFA
744
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$87K – – –
CFB
745
Cullen/Frost Bankers
Texas
$87K +$26.9K +352 +73%
PFGIA
746
Patriot Financial Group Insurance Agency
Massachusetts
$85K -$85.3K -1,114 -58%
HNB
747
Huntington National Bank
Ohio
$85K -$5.05K -66 -8%
HWA
748
HHM Wealth Advisors
Tennessee
$83K – – –
WCG
749
Weaver Consulting Group
California
$80K +$9.19K +120 +19%
ETC
750
Exchange Traded Concepts
Oklahoma
$78K +$45K +588 +377%
28 29
30
31 32