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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
826
Sound Income Strategies
Florida
$15K +$1.2K +17 +7%
JGCM
827
Joseph Group Capital Management
Ohio
$15K +$18.8K +265 New
AWM
828
Abound Wealth Management
Tennessee
$14.7K +$19K +268 New
SWM
829
Selective Wealth Management
Virginia
$14K -$21.2K -300 -55%
CFGS
830
Concourse Financial Group Securities
Alabama
$14K -$9.56K -135 -34%
SBL
831
Sargent Bickham Lagudis
Colorado
$14K -$4.39K -62 -20%
AFG
832
Albion Financial Group
Utah
$14K – – –
CSB
833
City State Bank
Iowa
$14K – – –
TWA
834
TCI Wealth Advisors
Arizona
$14K +$5.74K +81 +48%
RAM
835
Riggs Asset Management
Pennsylvania
$13K -$856K -12,091 -98%
AF
836
Arrow Financial
New York
$13K -$31.4K -444 -65%
HBW
837
Hazlett, Burt & Watson
West Virginia
$13K -$15.9K -225 -49%
EWM
838
Evermay Wealth Management
Virginia
$13K – – –
EBA
839
Eagle Bay Advisors
New York
$13K +$1.42K +20 +9%
C
840
Covestor
United Kingdom
$13K +$2.41K +34 +16%
EC
841
EdgeRock Capital
Colorado
$13K +$16.5K +233 New
TCM
842
Tradewinds Capital Management
Washington
$12K -$71 -1 -0.5%
CAL
843
Capital Analysts LLC
Pennsylvania
$12K – – –
CA
844
Centerpoint Advisors
Massachusetts
$12K – – –
GG
845
Gleason Group
Kentucky
$12K – – –
LJHT
846
Laurie J. Hall Trustee
$12K – – –
SC
847
SouthState Corp
Florida
$12K – – –
VCM
848
Vigilant Capital Management
Maine
$12K +$14.9K +210 New
CIR
849
Clear Investment Research
Georgia
$12K +$15.6K +220 New
JFA
850
JNBA Financial Advisors
Minnesota
$11K -$1.27K -18 -8%
32 33
34
35 36