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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
826
Claro Advisors
Massachusetts
$386K – – –
KMWM
827
Keudell/Morrison Wealth Management
Oregon
$380K +$49.6K +410 +17%
HPC
828
HM Payson & Co
Maine
$379K +$163K +1,347 +93%
TWM
829
Trevian Wealth Management
Massachusetts
$374K -$334K -2,758 -50%
LWCFA
830
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$374K +$223K +1,842 +202%
MHR
831
Matthew Hamilton Rosenberg
$370K +$8.47K +70 +3%
ECG
832
EPIQ Capital Group
California
$366K – – –
EWA
833
EP Wealth Advisors
California
$366K +$97.3K +804 +42%
WFA
834
WMG Financial Advisors
Tennessee
$365K +$605 +5 +0.2%
AL
835
Arnhold LLC
New York
$359K -$6.78K -56 -2%
JWM
836
JGP Wealth Management
Oregon
$357K +$1.45K +12 +0.4%
NIMI
837
Natixis Investment Managers International
France
$356K +$318K +2,629 New
HI
838
Hudock Inc
Pennsylvania
$355K +$121K +1,003 +62%
CCFM
839
Clear Creek Financial Management
Washington
$354K +$15.6K +129 +5%
CAMG
840
CWA Asset Management Group
Florida
$352K -$1.21K -10 -0.4%
VWA
841
V Wealth Advisors
Kansas
$351K -$55.8K -461 -15%
DAM
842
Derbend Asset Management
Georgia
$351K – – –
PGWM
843
Pitti Group Wealth Management
New York
$351K +$45.2K +373 +17%
NC
844
NovaPoint Capital
Georgia
$350K +$84.3K +696 +37%
FANJ
845
Financial Architects (New Jersey)
New Jersey
$349K -$20.9K -173 -6%
TSWM
846
Tyler-Stone Wealth Management
Ohio
$347K – – –
VLC
847
Van Leeuwen & Company
New Jersey
$345K +$11.5K +95 +4%
TCM
848
Traynor Capital Management
Pennsylvania
$344K -$129K -1,064 -30%
MCP
849
Mirador Capital Partners
California
$344K +$5.21K +43 +2%
LMKC
850
L.M. Kohn & Company
Ohio
$344K +$307K +2,532 New
32 33
34
35 36