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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
751
Adero Partners
California
$693K +$623K +2,873 +203%
YIH
752
Y-Intercept (HK)
Hong Kong
$692K +$928K +4,282 New
AFP
753
Ausdal Financial Partners
Iowa
$690K -$3.31M -15,285 -78%
AGM
754
Alpine Global Management
New York
$687K +$922K +4,256 New
FAIM
755
Financial Advocates Investment Management
Washington
$679K +$2.01M +9,295 +192%
GAG
756
GM Advisory Group
New York
$677K -$351K -1,622 -28%
IA
757
Insight Advisors
Pennsylvania
$675K -$221K -1,018 -20%
OSAM
758
O'Shaughnessy Asset Management
Connecticut
$667K -$305K -1,409 -25%
SCM
759
Schnieders Capital Management
California
$667K +$32.1K +148 +4%
KTC
760
Kistler-Tiffany Companies
Pennsylvania
$665K +$118K +544 +15%
SP
761
SWS Partners
Ohio
$656K +$21.5K +99 +2%
C
762
Certuity
Florida
$653K -$132K -608 -13%
MPW
763
Monterey Private Wealth
California
$653K +$1.3K +6 +0.1%
ARC
764
Advisor Resource Council
Texas
$652K +$673K +3,107 +335%
AIP
765
Almanack Investment Partners
Pennsylvania
$651K -$6.07K -28 -0.7%
CST
766
Charles Schwab Trust
Nevada
$646K – – –
SC
767
Seldon Capital
California
$646K +$867K +4,000 New
KCFA
768
Key Client Fiduciary Advisors
New Jersey
$645K +$865K +3,991 New
JWS
769
Juncture Wealth Strategies
Arizona
$642K +$99.9K +461 +13%
CCA
770
Column Capital Advisors
Indiana
$641K +$88.4K +408 +11%
ISWM
771
Independent Solutions Wealth Management
New York
$639K -$81.5K -376 -9%
HSA
772
HBK Sorce Advisory
Pennsylvania
$637K -$24.5K -113 -3%
TFS
773
Thoroughbred Financial Services
Tennessee
$636K -$78.2K -361 -8%
NICM
774
Neo Ivy Capital Management
New York
$634K +$851K +3,926 New
ICP
775
Interchange Capital Partners
Pennsylvania
$634K +$851K +3,927 New
29 30
31
32 33