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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
776
WR Wealth Planners
Missouri
$126K +$3.47K +38 +2%
CCA
777
Catalyst Capital Advisors
New York
$123K – – –
SC
778
Sierra Capital
Florida
$117K – – –
OLVIG
779
Oliver Lagore Vanvalin Investment Group
Michigan
$117K +$108K +1,187 +165%
QCG
780
Quadrant Capital Group
Ohio
$116K -$42.5K -465 -20%
AIM
781
Acropolis Investment Management
Missouri
$113K -$2.28K -25 -1%
CSPIA
782
Cary Street Partners Investment Advisory
Virginia
$113K +$167K +1,832 New
EMFAT
783
Emerald Mutual Fund Advisers Trust
Pennsylvania
$111K – – –
PWMG
784
Prestige Wealth Management Group
New Jersey
$111K +$1.28K +14 +0.8%
FP
785
Financial Perspectives
Minnesota
$109K – – –
PAI
786
Pittenger & Anderson Inc
Nebraska
$100K -$27.4K -300 -16%
AF
787
Allworth Financial
California
$95K +$5.3K +58 +4%
QPBE
788
Quintet Private Bank (Europe)
Luxembourg
$93.6K +$129K +1,413 New
DGAM
789
Desjardins Global Asset Management
Quebec, Canada
$92K -$8.31K -91 -6%
ODG
790
O'Dell Group
Ohio
$89K +$11.9K +130 +10%
BWA
791
BDO Wealth Advisors
Florida
$87K +$10.5K +115 +9%
MRCM
792
M&R Capital Management
New Jersey
$86K +$45.8K +501 +55%
PA
793
PSI Advisors
Florida
$82K +$18.3K +200 +18%
AWM
794
Accel Wealth Management
Iowa
$81K -$93.1K -1,019 -45%
GWS
795
Glassman Wealth Services
Virginia
$78K +$27.2K +298 +31%
WT
796
Washington Trust
Rhode Island
$75K -$183 -2 -0.2%
1IA
797
1834 Investment Advisors
Wisconsin
$72K -$584K -6,394 -85%
CA
798
Crewe Advisors
Utah
$71K +$14.9K +163 +16%
HWA
799
HHM Wealth Advisors
Tennessee
$68K -$6.85K -75 -6%
SSB
800
Sandy Spring Bank
Maryland
$67K -$7.49K -82 -7%
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