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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
801
Addison Advisors
Vermont
$32.1K -$560 -8 -2%
PA
802
PSI Advisors
Florida
$29.7K -$2.1K -30 -6%
CAM
803
Creekmur Asset Management
Illinois
$29.6K -$280 -4 -0.9%
FUBT
804
First United Bank & Trust
Maryland
$29K – – –
HIIFS
805
Harel Insurance Investments & Financial Services
Israel
$29K -$37.8K -540 -54%
SIA
806
Sit Investment Associates
Minnesota
$29K – – –
NRG
807
Nemes Rush Group
Michigan
$27.3K -$6.02K -86 -17%
NS
808
NBC Securities
Alabama
$27K – – –
MSWM
809
Mowery & Schoenfeld Wealth Management
Illinois
$25.8K – – –
AW
810
Avion Wealth
Texas
$25K +$20.5K +293 +269%
T
811
Tidemark
California
$24.2K – – –
MPWT
812
MassMutual Private Wealth & Trust
Connecticut
$22.8K +$10.9K +156 +79%
TFIPS
813
Towarzystwo Funduszy Inwestycyjnych PZU SA
$22.6K – – –
RTC
814
Riverview Trust Company
Washington
$21.2K – – –
RIL
815
Rothschild Investment LLC
Illinois
$21.2K +$5.46K +78 +31%
CT
816
Clearstead Trust
Maine
$21K – – –
HCM
817
Hollencrest Capital Management
California
$19.9K -$77.2K -1,104 -78%
PFBT
818
Parkside Financial Bank & Trust
Missouri
$19.6K -$7.42K -106 -26%
OIA
819
Optimum Investment Advisors
Illinois
$19.3K -$24.5K -350 -54%
GFPC
820
Global Financial Private Client
Florida
$19.3K – – –
HPC
821
HM Payson & Co
Maine
$19.3K – – –
HFS
822
Horizon Financial Services
North Carolina
$19.3K – – –
TWD
823
True Wealth Design
Ohio
$19.3K – – –
PCWA
824
Pacific Capital Wealth Advisors
California
$18.9K +$20.5K +293 New
AIM
825
Anchor Investment Management
South Carolina
$18.8K -$700 -10 -3%
31 32
33
34 35