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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
801
Addison Advisors
Vermont
$14.8K – – –
PWA
802
Physician Wealth Advisors
Utah
$14.6K +$13K +214 +738%
LWM
803
Lodestone Wealth Management
Washington
$14.5K -$912 -15 -6%
WWM
804
Wolff Wiese Magana
California
$14.4K – – –
PWPS
805
Pinnacle Wealth Planning Services
Ohio
$14.2K -$235K -3,857 -94%
FFG
806
Forum Finance Group
$14K +$18.2K +300 New
API
807
Asset Planning Inc
California
$13.7K -$24.3K -400 -64%
TWD
808
True Wealth Design
Ohio
$13.7K +$9.91K +163 +255%
FCAS
809
First Command Advisory Services
Texas
$13.1K +$12.2K +200 +1,111%
JGCM
810
Joseph Group Capital Management
Ohio
$13.1K +$8.39K +138 +175%
HCPC
811
Hamilton Capital Partners (Canada)
$12.9K -$456K -7,506 -97%
SR
812
Swiss Re
Switzerland
$12.6K – – –
BWA
813
Basecamp Wealth Advisors
Washington
$12.4K -$23.5K -387 -65%
HCM
814
Hollencrest Capital Management
California
$12.4K – – –
TCM
815
TD Capital Management
Tennessee
$12.3K – – –
BLC
816
Brown, Lisle/Cummings
Rhode Island
$12.1K +$1.64K +27 +16%
WSFS
817
Wilmington Savings Fund Society
Delaware
$12K -$126K -2,067 -91%
CTB
818
Country Trust Bank
Illinois
$12K – – –
IWP
819
IAG Wealth Partners
Wisconsin
$12K – – –
PP
820
PFS Partners
New Jersey
$12K – – –
SIS
821
Strategic Investment Solutions
Illinois
$12K – – –
TCM
822
Tradewinds Capital Management
Washington
$12K – – –
IBOK
823
Independence Bank of Kentucky
Kentucky
$12K +$5.47K +90 +82%
TGY2IT
824
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$11.9K +$12K +198 New
MA
825
Montag & Associates
Georgia
$11.9K -$4.86K -80 -29%
31 32
33
34 35