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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
801
Cary Street Partners Investment Advisory
Virginia
$86.6K +$19.3K +274 +32%
CA
802
CoreCap Advisors
Michigan
$85.6K -$3.94K -56 -5%
XC
803
XY Capital
Hong Kong
$84.9K +$78.5K +1,117 New
TC
804
Truvestments Capital
Florida
$84.7K -$12.2K -173 -13%
SWM
805
Spire Wealth Management
Virginia
$82.8K -$42.2K -600 -36%
OM
806
OV Management
Minnesota
$82.1K -$562 -8 -0.7%
WT
807
Whittier Trust
California
$81.8K +$351 +5 +0.5%
NWMP
808
Noble Wealth Management PBC
Colorado
$80.6K -$16K -228 -18%
FISPB
809
Fideuram - Intesa Sanpaolo Private Banking
$77K -$92.7K -1,319 -57%
MBFW
810
Morton Brown Family Wealth
Pennsylvania
$76.5K +$492 +7 +0.7%
CI
811
CAZ Investments
Texas
$76K – – –
VWM
812
Valley Wealth Managers
New Jersey
$76K +$70.3K +1,000 New
GWM
813
Geneos Wealth Management
Colorado
$75.8K -$430K -6,111 -86%
SSG
814
Summit Securities Group
New York
$73.3K +$61.5K +875 +972%
FCAS
815
First Command Advisory Services
Texas
$72.4K +$51.6K +734 +337%
EI
816
EFG International
$72.2K – – –
RS
817
Rakuten Securities
Japan
$71.1K -$14.8K -211 -18%
CFFP
818
Center for Financial Planning
Michigan
$69.7K -$45K -640 -41%
CAL
819
Capital Advisors Ltd
Ohio
$69K – – –
C
820
Covestor
United Kingdom
$66K -$351 -5 -0.6%
MAM
821
Morse Asset Management
Connecticut
$64.6K +$59.8K +850 New
BTI
822
Blue Trust Inc
Georgia
$63.4K -$5.91K -84 -9%
MPWT
823
MassMutual Private Wealth & Trust
Connecticut
$62.4K – – –
AWM
824
Ameliora Wealth Management
Switzerland
$61.6K -$11.5K -163 -17%
CSB
825
City State Bank
Iowa
$61.2K – – –
31 32
33
34 35