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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
JSL
801
JT Stratford LLC
Georgia
$773K +$828K +3,222 New
LWM
802
Laidlaw Wealth Management
New York
$772K +$208K +810 +34%
CWM
803
Cornerstone Wealth Management
Missouri
$767K +$3.6K +14 +0.4%
MGIA
804
Moneta Group Investment Advisors
Missouri
$765K +$125K +487 +18%
PAI
805
Pittenger & Anderson Inc
Nebraska
$760K +$135K +525 +20%
SWA
806
Stratos Wealth Advisors
Ohio
$759K -$30.3K -118 -4%
OAM
807
Optimal Asset Management
California
$758K +$1.03K +4 +0.1%
PIMG
808
Patriot Investment Management Group
Tennessee
$753K -$7.19K -28 -0.9%
SC
809
Scholtz & Company
Connecticut
$751K +$11K +43 +1%
SAM
810
Silvercrest Asset Management
New York
$750K -$133K -517 -14%
FFN
811
Focus Financial Network
Minnesota
$748K +$50.9K +198 +7%
TI
812
Truepoint Inc
Ohio
$744K +$796K +3,100 New
KA
813
Kozak & Associates
Colorado
$739K +$815K +3,171 New
DCM
814
Donaldson Capital Management
Indiana
$734K +$409K +1,594 +109%
XS
815
XR Securities
Illinois
$733K -$990K -3,855 -56%
PCM
816
Prelude Capital Management
New York
$732K -$1.82M -7,103 -70%
WWM
817
WJ Wealth Management
Arizona
$731K +$22.9K +89 +3%
CT
818
Chicago Trust
Illinois
$729K +$492K +1,915 +170%
VWA
819
V Wealth Advisors
Kansas
$728K +$62.7K +244 +9%
FBB
820
Fulton Breakefield Broenniman
Maryland
$725K -$40.1K -156 -5%
RM
821
Resource Management
Louisiana
$724K +$162K +632 +26%
HWM
822
Howard Wealth Management
Connecticut
$722K – – –
VHAM
823
Van Hulzen Asset Management
California
$721K – – –
SC
824
Sovarnum Capital
New York
$720K -$193K -750 -20%
MC
825
Matisse Capital
Oregon
$720K – – –
31 32
33
34 35