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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
726
Cornerstone Wealth Management
Missouri
$258K -$7.23K -100 -3%
MFGM
727
Marshall Financial Group (Maryland)
Maryland
$256K – – –
JWWM
728
Johnson & White Wealth Management
Pennsylvania
$256K +$219K +3,022 New
HAG
729
HighPoint Advisor Group
Illinois
$254K +$41.2K +570 +19%
FCI
730
Financial Counselors Inc
Kansas
$253K -$6.22K -86 -3%
EP
731
Eudaimonia Partners
Tennessee
$253K -$3.62K -50 -2%
FSA
732
Financial Sense Advisors
California
$252K +$215K +2,978 New
SQA
733
Simon Quick Advisors
New Jersey
$251K +$215K +2,971 New
CG
734
Caprock Group
Idaho
$250K -$82.9K -1,146 -28%
KCM
735
Kathmere Capital Management
Pennsylvania
$249K – – –
DWM
736
Dakota Wealth Management
Florida
$249K +$213K +2,948 New
SAM
737
Simplify Asset Management
Nevada
$249K – – –
ET
738
Equitable Trust
Tennessee
$249K +$213K +2,946 New
GI
739
GAMCO Investors
Connecticut
$248K +$212K +2,928 New
IWA
740
IVC Wealth Advisors
Pennsylvania
$247K +$211K +2,921 New
CAM
741
Claret Asset Management
Quebec, Canada
$246K -$12.1K -167 -5%
KP
742
Keel Point
Alabama
$244K +$209K +2,886 New
CCM
743
Canal Capital Management
Virginia
$242K – – –
TVAMP
744
Tennessee Valley Asset Management Partners
Tennessee
$241K -$206K -2,850 -50%
VT
745
Vise Technologies
New York
$239K +$204K +2,822 New
EFG
746
Everhart Financial Group
Ohio
$238K +$203K +2,812 New
SAM
747
Silvercrest Asset Management
New York
$237K -$6.87K -95 -3%
AG
748
AlTi Global
New York
$237K +$203K +2,801 New
MGIA
749
Moneta Group Investment Advisors
Missouri
$235K -$64.6K -893 -24%
JWCA
750
J.W. Cole Advisors
Florida
$234K +$201K +2,783 New
28 29
30
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