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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CIS
776
Capital International Sarl
California
$632K +$848K +3,915 New
TC
777
Truvestments Capital
Florida
$624K +$79.1K +365 +10%
EWM
778
Executive Wealth Management
Michigan
$623K -$65.2K -301 -7%
GWSG
779
GPS Wealth Strategies Group
Colorado
$618K +$5.42K +25 +0.7%
EWM
780
Elite Wealth Management
Washington
$612K +$447K +2,062 +119%
AAS
781
Ameritas Advisory Services
Nebraska
$612K +$822K +3,792 New
JAM
782
Jupiter Asset Management
United Kingdom
$611K -$14.2M -65,404 -95%
LP
783
Lloyd Park
Illinois
$609K +$817K +3,770 New
PCS
784
Personal CFO Solutions
New Jersey
$607K -$101K -465 -11%
RBFC
785
Roman Butler Fullerton & Co
Missouri
$607K +$1.3K +6 +0.2%
AC
786
Abbrea Capital
California
$606K +$9.1K +42 +1%
MIFH
787
Migdal Insurance & Financial Holdings
Israel
$605K -$42K -194 -5%
HH
788
Hilltop Holdings
Texas
$601K -$275K -1,271 -25%
PAG
789
Private Advisory Group
Washington
$598K +$802K +3,701 New
MWM
790
Mission Wealth Management
California
$590K +$418K +1,930 +112%
CF
791
Centaurus Financial
California
$582K +$8.45K +39 +1%
TCM
792
Traynor Capital Management
Pennsylvania
$582K +$227K +1,048 +41%
VAM
793
Vienna Asset Management
California
$578K +$776K +3,580 New
SBIA
794
Sheaff Brock Investment Advisors
Indiana
$572K +$12.6K +58 +2%
AWP
795
Ascent Wealth Partners
New York
$570K -$425K -1,963 -36%
PWA
796
Phoenix Wealth Advisors
North Carolina
$570K -$88.4K -408 -10%
WE
797
Wealth Effects
Massachusetts
$566K +$760K +3,506 New
WCM
798
Wisconsin Capital Management
Wisconsin
$565K -$2.84M -13,128 -79%
FB
799
Fulton Bank
Pennsylvania
$565K -$40.3K -186 -5%
BHCM
800
Boulder Hill Capital Management
New York
$565K +$758K +3,500 New
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