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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
801
Clearstead Trust
Maine
$25K +$17.8K +251 +122%
AWM
802
Atticus Wealth Management
Florida
$24K – – –
RTC
803
Riverview Trust Company
Washington
$24K +$4.96K +70 +19%
CT
804
Cambridge Trust
Massachusetts
$23K -$31.9K -450 -52%
PFBT
805
Parkside Financial Bank & Trust
Missouri
$23K -$14.6K -206 -33%
JWA
806
JFS Wealth Advisors
Pennsylvania
$23K -$13.5K -191 -32%
ST
807
Smithfield Trust
Pennsylvania
$23K – – –
ADL
808
Asset Dedication LLC
California
$22K +$28.6K +404 New
BWL
809
Bogart Wealth LLC
Virginia
$20K -$354 -5 -1%
BCMLT
810
Beacon Capital Management LLC (Tennessee)
Tennessee
$20K -$283 -4 -1%
CFO
811
CVA Family Office
Colorado
$20K +$13.5K +190 +112%
VNA
812
Valley National Advisers
Pennsylvania
$19K +$708 +10 +3%
BIA
813
Bell Investment Advisors
California
$19K +$9.98K +141 +72%
PI
814
PineBridge Investments
New York
$18K -$5.45K -77 -19%
BTI
815
Blue Trust Inc
Georgia
$17K -$2.9K -41 -13%
MPWT
816
MassMutual Private Wealth & Trust
Connecticut
$17K +$1.42K +20 +7%
BAM
817
Byrne Asset Management
New Jersey
$16K -$27.3K -385 -56%
MA
818
MUFG Americas
New York
$16K -$425 -6 -2%
BWP
819
Baldwin Wealth Partners
Massachusetts
$16K – – –
RA
820
Resolute Advisors
California
$16K – – –
TSW
821
Thompson Siegel & Walmsley
Virginia
$16K – – –
TF
822
TimeScale Financial
Massachusetts
$16K – – –
LWA
823
Lowe Wealth Advisors
Maryland
$16K +$20.2K +285 New
CCM
824
Covington Capital Management
California
$15K -$3.54K -50 -16%
SC
825
Solstein Capital
California
$15K – – –
31 32
33
34 35