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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
726
BOK Financial
Oklahoma
$338K +$11.2K +79 +4%
CFS
727
CRA Financial Services
New Jersey
$338K +$294K +2,080 New
JAWM
728
J. Arnold Wealth Management
Ohio
$337K -$22.4K -159 -7%
SB
729
Strategic Blueprint
Georgia
$337K +$17.8K +126 +6%
EI
730
Ethic Inc
New York
$336K +$292K +2,068 New
CWM
731
Calamos Wealth Management
Illinois
$332K +$5.93K +42 +2%
RC
732
RegentAtlantic Capital
New Jersey
$332K +$289K +2,044 New
LI
733
LVZ Inc
Michigan
$332K +$289K +2,045 New
SIC
734
SFE Investment Counsel
California
$327K -$114K -810 -29%
FVWA
735
Foster Victor Wealth Advisors
South Carolina
$327K – – –
MCM
736
MAI Capital Management
Ohio
$327K +$284K +2,013 New
KC
737
KCL Capital
New York
$326K +$283K +2,005 New
AGA
738
Arkos Global Advisors
Texas
$325K -$192K -1,360 -40%
FPCP
739
Fort Point Capital Partners
California
$325K -$98.8K -700 -26%
BJL
740
Brighton Jones LLC
Washington
$323K +$281K +1,988 New
TW
741
TrinityPoint Wealth
Connecticut
$321K -$57.3K -406 -17%
APW
742
Aurora Private Wealth
New Jersey
$320K -$28.5K -202 -9%
HCM
743
Hollencrest Capital Management
California
$320K -$11K -78 -4%
VC
744
Vicus Capital
Pennsylvania
$320K +$278K +1,971 New
OSAM
745
O'Shaughnessy Asset Management
Connecticut
$319K +$144K +1,017 +108%
RA
746
RFG Advisory
Alabama
$317K +$2.96K +21 +1%
WIA
747
Wealthstreet Investment Advisors
Texas
$317K +$275K +1,950 New
ETC
748
Exchange Traded Concepts
Oklahoma
$316K +$170K +1,203 +162%
AIM
749
Acropolis Investment Management
Missouri
$310K – – –
DA
750
DSC Advisors
Illinois
$307K +$267K +1,890 New
28 29
30
31 32