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Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
776
CNB Bank
Pennsylvania
$48.6K – – –
NL
777
Navalign LLC
California
$48.5K +$51.4K +745 New
CA
778
Crewe Advisors
Utah
$47.1K +$1.24K +18 +3%
RFP
779
Root Financial Partners
California
$46.3K -$1.45K -21 -3%
DMBA
780
Deseret Mutual Benefit Administrators
Utah
$46.3K +$7.66K +111 +19%
EWA
781
EverSource Wealth Advisors
Alabama
$46K +$12.3K +179 +34%
CAL
782
Capital Analysts LLC
Pennsylvania
$46K – – –
WTA
783
Washington Trust Advisors
Massachusetts
$44.5K +$4.14K +60 +10%
TLCM
784
Twin Lakes Capital Management
California
$43.9K -$345 -5 -0.7%
OCM
785
Osbon Capital Management
Massachusetts
$43K +$45.5K +660 New
GSWM
786
Golden State Wealth Management
California
$42.8K -$10.6K -154 -19%
TCOV
787
Trust Company of Vermont
Vermont
$42.4K +$1.45K +21 +3%
WTC
788
WhitTier Trust Company
Nevada
$42.1K -$17.4K -252 -30%
DWM
789
Darwin Wealth Management
Florida
$41.1K – – –
API
790
Asset Planning Inc
California
$40.8K – – –
CSPIA
791
Cary Street Partners Investment Advisory
Virginia
$39.7K +$15.4K +223 +58%
GAM
792
Generali Asset Management
Italy
$39.6K -$918K -13,306 -96%
CH
793
CDKV Holdings
Colorado
$38.7K +$41K +595 New
BWA
794
Basecamp Wealth Advisors
Washington
$38.6K +$40.9K +593 New
RIL
795
Rothschild Investment LLC
Illinois
$38.1K +$6.28K +91 +18%
PFBT
796
Parkside Financial Bank & Trust
Missouri
$37.2K +$414 +6 +1%
TWM
797
Tripletail Wealth Management
Florida
$32.5K -$34.5K -500 -50%
RIAS
798
Rachor Investment Advisory Services
Michigan
$31.9K +$33.8K +490 New
CFP
799
Comprehensive Financial Planning
Pennsylvania
$29.3K – – –
SIS
800
Sound Income Strategies
Florida
$29.2K +$11.1K +161 +57%
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32
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