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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
826
Cribstone Capital Management
Maine
$10K +$7.66K +100 New
AIC
827
Archer Investment Corporation
Indiana
$9.86K – – –
SBL
828
Sargent Bickham Lagudis
Colorado
$9K -$7.66K -100 -54%
EIP
829
Ellis Investment Partners
Pennsylvania
$9K – – –
CWC
830
Carolinas Wealth Consulting
North Carolina
$9K +$6.66K +87 New
MA
831
MCF Advisors
Kentucky
$8K – – –
APWA
832
Atlas Private Wealth Advisors
New Jersey
$8K +$5.67K +74 New
EWM
833
Elmwood Wealth Management
California
$8K +$5.74K +75 New
ICM
834
Islay Capital Management
Texas
$7K – – –
TL
835
TrueWealth LLC
Georgia
$7K – – –
BWM
836
BerganKDV Wealth Management
Minnesota
$7K +$459 +6 +11%
EWP
837
Engrave Wealth Partners
Texas
$7K +$4.59K +60 +400%
TCM
838
Tradewinds Capital Management
Washington
$7K +$4.98K +65 New
HWM
839
Holloway Wealth Management
Florida
$6K – – –
ADL
840
Asset Dedication LLC
California
$6K +$383 +5 +10%
FWM
841
Filbrandt Wealth Management
Wisconsin
$6K +$1.53K +20 +50%
JFA
842
JNBA Financial Advisors
Minnesota
$6K +$2.07K +27 +90%
CT
843
Caldwell Trust
Florida
$5.25K – – –
LWM
844
Liberty Wealth Management
California
$5K – – –
NCM
845
New Capital Management
Texas
$5K – – –
RFA
846
Reilly Financial Advisors
California
$5K +$3.52K +46 New
JGIA
847
Jackson Grant Investment Advisers
Connecticut
$5K +$3.83K +50 New
RIM
848
Rockbridge Investment Management
New York
$5K +$3.83K +50 New
TPCW
849
TD Private Client Wealth
New York
$3.99K -$1.53K -20 -34%
M
850
MOTCO
Texas
$3K -$7.29M -95,212 -100%
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