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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
826
Valeo Financial Advisors
Indiana
$222K -$304K -2,154 -61%
CWA
827
Capital Wealth Alliance
Arizona
$222K – – –
KCM
828
Karp Capital Management
California
$222K +$193K +1,364 New
CAAS
829
Capital Asset Advisory Services
Michigan
$221K +$192K +1,358 New
AO
830
Advisor OS
Illinois
$219K +$190K +1,346 New
LHC
831
Little House Capital
Massachusetts
$219K +$190K +1,349 New
KF
832
Krilogy Financial
Missouri
$219K +$191K +1,350 New
KPCM
833
Kings Point Capital Management
New York
$216K – – –
MIC
834
Means Investment Company
Maine
$214K +$152K +1,078 New
MFG
835
Magnus Financial Group
New York
$214K +$186K +1,316 New
MGIA
836
Moneta Group Investment Advisors
Missouri
$214K +$186K +1,317 New
FEM
837
Fulcrum Equity Management
Texas
$213K +$185K +1,313 New
QPWM
838
Quadrant Private Wealth Management
Pennsylvania
$211K -$228K -1,618 -55%
CA
839
Claro Advisors
Massachusetts
$211K +$184K +1,301 New
CL
840
CPWM LLC
Washington
$210K +$182K +1,292 New
CFD
841
Creative Financial Designs
Indiana
$209K +$7.91K +56 +5%
AIA
842
Avalon Investment & Advisory
Texas
$209K +$182K +1,286 New
W
843
WealthStone
Ohio
$207K +$180K +1,274 New
GP
844
Girard Partners
Pennsylvania
$207K +$181K +1,279 New
HKAM
845
Horizon Kinetics Asset Management
New York
$206K +$179K +1,270 New
FI
846
FormulaFolio Investments
Michigan
$201K +$175K +1,239 New
EI
847
Ellevest Inc
New York
$194K -$24.9K -176 -13%
LTI
848
Laffer Tengler Investments
Tennessee
$192K +$167K +1,182 New
CA
849
Crewe Advisors
Utah
$179K +$14.5K +103 +10%
LC
850
Lindbrook Capital
California
$178K +$7.48K +53 +5%
32 33
34
35 36