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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
726
Kozak & Associates
Colorado
$150K – – –
ATPW
727
Ashton Thomas Private Wealth
Arizona
$150K -$60.7K -868 -27%
FP
728
Financial Perspectives
Minnesota
$148K – – –
DAL
729
Delta Accumulation LLC
California
$143K – – –
MG
730
Mather Group
Illinois
$142K +$86K +1,229 +273%
FHA
731
First Horizon Advisors
Tennessee
$141K -$20.4K -291 -12%
C
732
Covestor
United Kingdom
$134K +$125K +1,786 +616%
CFGS
733
Concourse Financial Group Securities
Alabama
$134K +$110K +1,570 +313%
IWA
734
Icon Wealth Advisors
Texas
$131K +$13.6K +195 +10%
HNB
735
Huntington National Bank
Ohio
$130K +$53.8K +769 +61%
BF
736
BOK Financial
Oklahoma
$129K -$14.8K -212 -10%
WTC
737
WhitTier Trust Company
Nevada
$121K +$3.78K +54 +3%
RI
738
Ridgewood Investments
New Jersey
$121K +$131K +1,869 New
BCV
739
Banque Cantonale Vaudoise
Switzerland
$116K – – –
TPCW
740
TD Private Client Wealth
New York
$115K +$24.7K +353 +25%
VWM
741
Venturi Wealth Management
Texas
$115K +$1.61K +23 +1%
TRCT
742
Tower Research Capital (TRC)
New York
$110K -$1.49M -21,296 -93%
AA
743
Alta Advisers
United Kingdom
$110K – – –
EC
744
EntryPoint Capital
New York
$108K +$118K +1,682 New
AIM
745
Acropolis Investment Management
Missouri
$107K – – –
QL
746
Quarry LP
New York
$99.1K +$94.3K +1,348 +713%
CI
747
CAZ Investments
Texas
$97K – – –
FWM
748
Focused Wealth Management
New York
$95.4K +$104K +1,480 New
SWM
749
Spire Wealth Management
Virginia
$92.9K +$2.52K +36 +3%
CAS
750
Coppell Advisory Solutions
Texas
$91.8K +$99.6K +1,424 New
28 29
30
31 32