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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
776
Root Financial Partners
California
$46.3K -$1.45K -21 -3%
DMBA
777
Deseret Mutual Benefit Administrators
Utah
$46.3K +$7.66K +111 +19%
EWA
778
EverSource Wealth Advisors
Alabama
$46K +$12.3K +179 +34%
CAL
779
Capital Analysts LLC
Pennsylvania
$46K – – –
WTA
780
Washington Trust Advisors
Massachusetts
$44.5K +$4.14K +60 +10%
TLCM
781
Twin Lakes Capital Management
California
$43.9K -$345 -5 -0.7%
OCM
782
Osbon Capital Management
Massachusetts
$43K +$45.5K +660 New
GSWM
783
Golden State Wealth Management
California
$42.8K -$10.6K -154 -19%
TCOV
784
Trust Company of Vermont
Vermont
$42.4K +$1.45K +21 +3%
WTC
785
WhitTier Trust Company
Nevada
$42.1K -$17.4K -252 -30%
DWM
786
Darwin Wealth Management
Florida
$41.1K – – –
API
787
Asset Planning Inc
California
$40.8K – – –
CSPIA
788
Cary Street Partners Investment Advisory
Virginia
$39.7K +$15.4K +223 +58%
GAM
789
Generali Asset Management
Italy
$39.6K -$918K -13,306 -96%
CH
790
CDKV Holdings
Colorado
$38.7K +$41K +595 New
BWA
791
Basecamp Wealth Advisors
Washington
$38.6K +$40.9K +593 New
RIL
792
Rothschild Investment LLC
Illinois
$38.1K +$6.28K +91 +18%
PFBT
793
Parkside Financial Bank & Trust
Missouri
$37.2K +$414 +6 +1%
TWM
794
Tripletail Wealth Management
Florida
$32.5K -$34.5K -500 -50%
RIAS
795
Rachor Investment Advisory Services
Michigan
$31.9K +$33.8K +490 New
CFP
796
Comprehensive Financial Planning
Pennsylvania
$29.3K – – –
SIS
797
Sound Income Strategies
Florida
$29.2K +$11.1K +161 +57%
SIA
798
Sit Investment Associates
Minnesota
$29K – – –
QL
799
Quarry LP
New York
$27.7K -$167K -2,428 -85%
SAG
800
SageView Advisory Group
California
$27K +$28.6K +415 New
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