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Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
801
Cullen/Frost Bankers
Texas
$33.8K -$4.7K -63 -9%
TFIPS
802
Towarzystwo Funduszy Inwestycyjnych PZU SA
$32.6K – – –
MAS
803
MPWM Advisory Solutions
Georgia
$32.4K – – –
GAM
804
Generali Asset Management
Italy
$31.5K – – –
SAM
805
Sherman Asset Management
California
$31.3K -$34.6K -463 -45%
PA
806
PSI Advisors
Florida
$29.6K +$4.93K +66 +14%
MFA
807
McClarren Financial Advisors
Pennsylvania
$29K +$8.06K +108 New
QC
808
Quent Capital
New York
$28.9K +$13.2K +177 +50%
MCM
809
Manchester Capital Management
Vermont
$27.4K – – –
CHC
810
City Holding Co
West Virginia
$27.4K -$23.4K -313 -38%
DMBA
811
Deseret Mutual Benefit Administrators
Utah
$26.1K – – –
EWA
812
EverSource Wealth Advisors
Alabama
$25.2K -$4.18K -56 -11%
SC
813
SouthState Corp
Florida
$25K +$17.2K +230 +100%
CFP
814
Comprehensive Financial Planning
Pennsylvania
$24.4K -$4.33K -58 -11%
SIA
815
Sit Investment Associates
Minnesota
$24K – – –
MG
816
Mather Group
Illinois
$23.2K -$597 -8 -2%
APW
817
Aventura Private Wealth
Florida
$23.1K – – –
BOJHT
818
Bank of Jackson Hole Trust
Wyoming
$22.9K -$75 -1 -0.3%
AF
819
Advisornet Financial
Minnesota
$22.7K +$9.85K +132 +46%
LI
820
LRI Investments
Florida
$21.7K -$26.9K -360 -47%
CWM
821
Centricity Wealth Management
Ohio
$21.5K – – –
NRG
822
Nemes Rush Group
Michigan
$20.8K – – –
T
823
Tidemark
California
$20.4K – – –
MAM
824
Meeder Asset Management
Ohio
$19.4K -$5.91M -79,175 -100%
QCG
825
Quadrant Capital Group
Ohio
$19.1K +$5.52K +74 +27%
31 32
33
34 35