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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
726
Adero Partners
California
$568K -$11.9K -98 -2%
EWM
727
Elite Wealth Management
Washington
$568K +$48.4K +400 +11%
MPW
728
Monterey Private Wealth
California
$567K – – –
ISWM
729
Independent Solutions Wealth Management
New York
$565K +$25.3K +209 +5%
SGA
730
Seaport Global Advisors
Massachusetts
$563K -$290K -2,392 -37%
PCS
731
Personal CFO Solutions
New Jersey
$562K +$47.5K +392 +10%
C
732
Certuity
Florida
$561K +$11.7K +97 +2%
BOM
733
Bank of Marin
California
$559K +$189K +1,562 +61%
SCM
734
Schnieders Capital Management
California
$556K -$3.27K -27 -0.7%
AFC
735
AFT Forsyth & Company
Florida
$555K -$242K -2,000 -33%
SF
736
Synovus Financial
Georgia
$555K -$202K -1,666 -29%
CST
737
Charles Schwab Trust
Nevada
$550K +$6.54K +54 +1%
PSUF
738
People's United Financial
Connecticut
$549K -$355K -2,929 -42%
XT
739
XTX Topco
Cayman Islands
$549K +$251K +2,075 +105%
AWA
740
Arete Wealth Advisors
Illinois
$546K -$28.6K -236 -6%
TC
741
TownSquare Capital
Utah
$545K +$487K +4,021 New
FIM
742
Freedom Investment Management
Connecticut
$543K -$441K -3,644 -48%
CTC
743
Central Trust Company
Missouri
$543K -$281K -2,317 -37%
ER
744
Enlightenment Research
Florida
$542K +$484K +4,000 New
PRC
745
Pearl River Capital
Michigan
$539K +$286K +2,365 +147%
SMC
746
Smith, Moore & Co
Missouri
$538K -$60.5K -500 -11%
AC
747
ASB Consultores
Florida
$538K +$146K +1,209 +44%
RC
748
RegentAtlantic Capital
New Jersey
$535K +$108K +892 +29%
SB
749
Strategic Blueprint
Georgia
$527K -$939K -7,759 -67%
HI
750
Hoey Investments
Pennsylvania
$526K +$372K +3,072 +382%
28 29
30
31 32