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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
NFC
801
Northeast Financial Consultants
Connecticut
$419K – – –
LWA
802
Lineweaver Wealth Advisors
Ohio
$419K +$59.2K +489 +19%
IA
803
IFG Advisory
Georgia
$416K +$89K +735 +31%
TPWM
804
Twelve Points Wealth Management
Massachusetts
$410K +$366K +3,022 New
AAS
805
Ameritas Advisory Services
Nebraska
$408K -$95.2K -786 -21%
WE
806
Wealth Effects
Massachusetts
$408K -$60.5K -500 -14%
A
807
Astrantus
Cyprus
$407K -$654K -5,400 -64%
IA
808
Insight Advisors
Pennsylvania
$407K -$142K -1,175 -28%
MGP
809
Metis Global Partners
California
$407K +$363K +2,999 New
CGH
810
Crossmark Global Holdings
Texas
$406K +$46K +380 +15%
GC
811
Grimes & Company
Massachusetts
$405K -$44.9K -371 -11%
ACS
812
Archford Capital Strategies
Illinois
$403K +$34.9K +288 +11%
SFA
813
Sequoia Financial Advisors
Ohio
$403K +$109K +897 +43%
CAG
814
Csenge Advisory Group
Florida
$401K -$88.5K -731 -20%
MIFH
815
Migdal Insurance & Financial Holdings
Israel
$397K -$97.9K -809 -22%
HWM
816
Howard Wealth Management
Connecticut
$397K +$2.42K +20 +0.7%
HH
817
Hilltop Holdings
Texas
$396K -$96.9K -800 -22%
USCWA
818
U.S. Capital Wealth Advisors
Texas
$396K -$69K -570 -16%
FWM
819
Focused Wealth Management
New York
$396K +$96.9K +800 +38%
KA
820
Kozak & Associates
Colorado
$393K – – –
LC
821
Lindbrook Capital
California
$393K +$197K +1,631 +129%
CW
822
CreativeOne Wealth
Kansas
$391K -$22.9K -189 -6%
BJL
823
Brighton Jones LLC
Washington
$391K +$127K +1,048 +57%
KPW
824
Kore Private Wealth
New York
$390K +$349K +2,880 New
EP
825
Eudaimonia Partners
Tennessee
$387K +$345K +2,852 New
31 32
33
34 35