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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
801
Parkside Financial Bank & Trust
Missouri
$40.8K +$8.46K +113 +25%
MG
802
Mather Group
Illinois
$39.7K +$41.1K +549 New
EWA
803
EverSource Wealth Advisors
Alabama
$38.2K +$14.7K +196 +59%
RIL
804
Rothschild Investment LLC
Illinois
$35.8K +$13.8K +185 +60%
S
805
Sachetta
Massachusetts
$34.4K +$24.6K +329 +224%
TFA
806
Toth Financial Advisory
Virginia
$33.2K – – –
SIA
807
Sit Investment Associates
Minnesota
$33K – – –
CFP
808
Comprehensive Financial Planning
Pennsylvania
$32.5K – – –
AA
809
Ancora Advisors
Ohio
$32.2K – – –
CCA
810
Catalyst Capital Advisors
New York
$31.4K +$32.5K +434 New
RWM
811
RMG Wealth Management
Wisconsin
$30.4K – – –
PPA
812
Pilgrim Partners Asia
Singapore
$30.4K +$31.4K +420 New
QC
813
Quent Capital
New York
$29.6K +$30.7K +410 New
CSPIA
814
Cary Street Partners Investment Advisory
Virginia
$28K +$29K +387 New
NRG
815
Nemes Rush Group
Michigan
$27.7K – – –
CHC
816
City Holding Co
West Virginia
$27.5K +$2.62K +35 +10%
CH
817
Cromwell Holdings
Wyoming
$26.9K +$20.8K +278 +296%
1IA
818
1620 Investment Advisors
Massachusetts
$26.7K -$2.54K -34 -8%
BOJHT
819
Bank of Jackson Hole Trust
Wyoming
$25.3K – – –
FUBT
820
First United Bank & Trust
Maryland
$25.3K – – –
LAM
821
LOM Asset Management
$25K – – –
CB
822
Community Bank
New York
$23.6K +$24.5K +327 New
MHR
823
Matthew Hamilton Rosenberg
$23.5K – – –
SIS
824
Sound Income Strategies
Florida
$22.8K – – –
CT
825
Clearstead Trust
Maine
$22.3K +$225 +3 +1%
31 32
33
34 35