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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
751
Sargent Investment Group
Maryland
$299K +$299K +3,649 New
GTAM
752
Global Trust Asset Management
Florida
$299K +$4.27K +52 +2%
SWP
753
Sagespring Wealth Partners
Tennessee
$299K +$288K +3,515 New
AF
754
Allworth Financial
California
$297K +$45.5K +555 +20%
BPA
755
Beacon Pointe Advisors
California
$293K -$28.5K -348 -9%
WWM
756
Westwood Wealth Management
California
$293K +$19.7K +240 +7%
HNB
757
Huntington National Bank
Ohio
$288K +$166K +2,022 +147%
VFA
758
Valeo Financial Advisors
Indiana
$288K +$28.5K +348 +11%
MWM
759
Mindset Wealth Management
Indiana
$280K +$270K +3,295 New
HCA
760
Harbour Capital Advisors
Virginia
$279K +$249K +3,030 New
SMC
761
Smith, Moore & Co
Missouri
$275K -$6.97K -85 -3%
SA
762
Sicart Associates
New York
$275K – – –
AIA
763
AssuredPartners Investment Advisors
Florida
$273K +$263K +3,208 New
SAM
764
Sompo Asset Management
Japan
$272K -$471K -5,740 -64%
SB
765
Strategic Blueprint
Georgia
$272K +$12.2K +149 +5%
BFG
766
Berger Financial Group
Minnesota
$272K -$38.4K -468 -13%
AIM
767
Aigen Investment Management
New York
$271K +$262K +3,194 New
MFG
768
Merit Financial Group
Georgia
$271K +$262K +3,188 New
AWM
769
AE Wealth Management
Kansas
$270K -$2.38K -29 -0.9%
RWB
770
RMR Wealth Builders
New Jersey
$267K -$37.4K -456 -13%
PA
771
Pinnacle Associates
New York
$266K +$32K +390 +14%
SAM
772
Silvercrest Asset Management
New York
$266K – – –
KA
773
Kovack Advisors
Florida
$263K -$15.6K -190 -6%
CSP
774
Cary Street Partners
Virginia
$261K +$252K +3,074 New
SWM
775
SilverOak Wealth Management
Minnesota
$261K +$252K +3,074 New
29 30
31
32 33