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Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
751
Garde Capital
Washington
$106K -$15K -200 -12%
SGA
752
Seaport Global Advisors
Massachusetts
$104K -$40.3K -538 -26%
DGAM
753
Desjardins Global Asset Management
Quebec, Canada
$103K -$10.8K -144 -9%
CI
754
CAZ Investments
Texas
$103K – – –
CSPIA
755
Cary Street Partners Investment Advisory
Virginia
$101K -$20.6K -275 -16%
NIC
756
Northwest Investment Counselors
Oregon
$94.7K -$37.4K -500 -27%
TFM
757
TFC Financial Management
Massachusetts
$94.5K +$33.1K +442 +47%
BWA
758
BDO Wealth Advisors
Florida
$90.8K +$1.5K +20 +2%
KTC
759
Kistler-Tiffany Companies
Pennsylvania
$90.8K -$219K -2,924 -69%
HFM
760
Harvest Fund Management
China
$90K -$224K -2,993 -69%
WP
761
WealthPLAN Partners
Nebraska
$89.5K -$455K -6,074 -82%
FFA
762
Farther Finance Advisors
California
$83.9K +$56.5K +755 +162%
HFS
763
Hantz Financial Services
Michigan
$81K +$75 +1 +0.1%
MCM
764
Manchester Capital Management
Vermont
$80.1K +$49.9K +667 +133%
HNB
765
Huntington National Bank
Ohio
$77.2K +$20.7K +276 +33%
PPC
766
Park Place Capital
Alabama
$76.9K +$29.6K +395 +54%
DF
767
DecisionPoint Financial
Arizona
$76.5K – – –
ANBT
768
American National Bank & Trust
Texas
$70.4K -$374 -5 -0.5%
WT
769
Washington Trust
Rhode Island
$69.7K – – –
MAWCM
770
Mine & Arao Wealth Creation & Management
California
$69.5K – – –
SIA
771
Sit Investment Associates
Minnesota
$69K – – –
SAI
772
Systematic Alpha Investments
New Jersey
$68.7K +$74.9K +1,000 New
PTC
773
Private Trust Company
Ohio
$68.4K +$12.7K +169 +20%
WIM
774
Westside Investment Management
California
$67.4K -$1.5K -20 -2%
NHT
775
New Hampshire Trust
New Hampshire
$67.3K -$7.04K -94 -9%
29 30
31
32 33