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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
751
International Assets Investment Management
Florida
$87.7K +$84.4K +1,306 New
SAM
752
Smartleaf Asset Management
Massachusetts
$87.5K +$51.7K +800 +158%
CPA
753
Capital Performance Advisors
California
$83.4K +$80.2K +1,242 New
LFG
754
Larson Financial Group
Missouri
$80K +$9.95K +154 +15%
CAL
755
Capital Advisors Ltd
Ohio
$79K +$4.46K +69 +6%
GWSG
756
GPS Wealth Strategies Group
Colorado
$75.8K – – –
UIA
757
Ulland Investment Advisors
Minnesota
$75K +$71.7K +1,110 New
WIM
758
Westside Investment Management
California
$74.8K – – –
DWM
759
Darwin Wealth Management
Florida
$74.4K +$71.6K +1,109 New
MFA
760
McClarren Financial Advisors
Pennsylvania
$73K +$388 +6 +5%
AAP
761
Arax Advisory Partners
Colorado
$70.5K +$3.1K +48 +5%
WT
762
Washington Trust
Rhode Island
$69.1K – – –
AA
763
Ancora Advisors
Ohio
$68.8K – – –
MBFW
764
Morton Brown Family Wealth
Pennsylvania
$67.1K +$64.6K +1,000 New
SOW
765
State of Wyoming
Wyoming
$64.4K +$62K +960 New
CSB
766
City State Bank
Iowa
$62.1K – – –
NIC
767
Northwest Investment Counselors
Oregon
$61.4K +$59.1K +915 New
FFWM
768
Future Financial Wealth Management
Ohio
$57.1K +$54.9K +850 New
CAS
769
Coppell Advisory Solutions
Texas
$56.9K -$37.1K -574 -40%
MHR
770
Matthew Hamilton Rosenberg
$55.7K – – –
CTC
771
Central Trust Company
Missouri
$53.9K -$13.2K -204 -20%
CT
772
Caldwell Trust
Florida
$53.7K +$48.4K +750 +1,500%
CA
773
CoreCap Advisors
Michigan
$52K +$50K +774 New
WTA
774
Washington Trust Advisors
Massachusetts
$50.5K +$3.29K +51 +7%
CHC
775
City Holding Co
West Virginia
$50.5K +$5.81K +90 +14%
29 30
31
32 33