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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
751
Certified Advisory Corp
Florida
$77K +$11.5K +150 +26%
BCA
752
Berman Capital Advisors
Georgia
$77K +$36.4K +476 +176%
CFGS
753
Concourse Financial Group Securities
Alabama
$76K -$7.66K -100 -12%
AP
754
Atwood & Palmer
Missouri
$73K – – –
HFS
755
HBC Financial Services
Washington
$73K +$45.9K +600 New
WEC
756
Winslow Evans & Crocker
Massachusetts
$72K – – –
GWS
757
Glassman Wealth Services
Virginia
$71K +$4.98K +65 +11%
MWA
758
MFA Wealth Advisors
Pennsylvania
$66.2K -$3.07M -40,079 -98%
AWM
759
Atticus Wealth Management
Florida
$60K +$995 +13 +2%
ST
760
Smithfield Trust
Pennsylvania
$55K +$13.8K +180 +53%
EWM
761
Edge Wealth Management
New York
$55K +$39.8K +520 New
AWM
762
Apollon Wealth Management
South Carolina
$54K +$39.3K +513 New
DOA
763
D'Orazio & Associates
Virginia
$52K – – –
MA
764
MUFG Americas
New York
$52K +$32.5K +424 +558%
UOTTAIMCU
765
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$52K +$38.3K +500 New
CB
766
CNB Bank
Pennsylvania
$50K +$13.9K +181 +61%
CFG
767
Capstone Financial Group
Oklahoma
$50K +$30.6K +400 New
FHA
768
First Horizon Advisors
Tennessee
$45K – – –
OC
769
Oakworth Capital
Alabama
$45K +$6.66K +87 +26%
EDRH
770
Edmond de Rothschild Holding
Switzerland
$43K +$31.5K +411 New
QCG
771
Quadrant Capital Group
Ohio
$42K -$85.2K -1,113 -73%
FCA
772
FinTrust Capital Advisors
South Carolina
$42K -$12.6K -165 -29%
IRAG
773
Investment Research & Advisory Group
Georgia
$42K – – –
BSAM
774
Blue Square Asset Management
New York
$42K +$30.5K +398 New
MAM
775
Meeder Asset Management
Ohio
$40K +$5.36K +70 +22%
29 30
31
32 33