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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
JSAM
751
J. Safra Asset Management
New York
$41K -$22.4K -368 -35%
WTA
752
Washington Trust Advisors
Massachusetts
$40.9K -$243 -4 -0.6%
CAL
753
Capital Analysts LLC
Pennsylvania
$40K -$2.37K -39 -6%
BC
754
Bayforest Capital
United Kingdom
$39.7K -$80K -1,316 -67%
OCM
755
Osbon Capital Management
Massachusetts
$37.7K -$2.07K -34 -5%
CFB
756
Cullen/Frost Bankers
Texas
$37.3K -$11.3K -186 -23%
DWM
757
Darwin Wealth Management
Florida
$36.5K -$1.52K -25 -4%
TLCM
758
Twin Lakes Capital Management
California
$36.1K -$4.5K -74 -11%
GSWM
759
Golden State Wealth Management
California
$35.6K -$3.95K -65 -10%
CFO
760
CVA Family Office
Colorado
$35.6K -$10.6K -175 -23%
QL
761
Quarry LP
New York
$35.5K +$10K +165 +39%
GAM
762
Generali Asset Management
Italy
$35.4K -$1.16K -19 -3%
SIC
763
Salem Investment Counselors
North Carolina
$32.9K -$349K -5,742 -91%
DWP
764
Destiny Wealth Partners
Florida
$32.7K +$33.1K +544 New
PFBT
765
Parkside Financial Bank & Trust
Missouri
$31.5K -$2.92K -48 -8%
GAA
766
Global Assets Advisory
Florida
$31.3K +$31.6K +520 New
RIAS
767
Rachor Investment Advisory Services
Michigan
$29.5K – – –
RWM
768
RMG Wealth Management
Wisconsin
$29.3K – – –
TPWA
769
Twin Peaks Wealth Advisors
California
$28.3K +$28.6K +470 New
SIA
770
Sit Investment Associates
Minnesota
$27K – – –
SIS
771
Sound Income Strategies
Florida
$27K +$608 +10 +2%
CPG
772
Cornerstone Planning Group
New Jersey
$26.4K +$12.6K +208 +128%
KFAS
773
Keating Financial Advisory Services
Kansas
$25.8K +$16.1K +264 +161%
OCWP
774
Owl Creek Wealth Partners
Colorado
$24K +$24.3K +399 New
QC
775
Quent Capital
New York
$23.6K +$3.83K +63 +19%
29 30
31
32 33