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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
826
GAMMA Investing
California
$95.5K +$11.9K +164 +17%
WIM
827
Westside Investment Management
California
$94.2K +$868 +12 +1%
CAL
828
Capital Advisors Ltd
Ohio
$93K – – –
CFD
829
Creative Financial Designs
Indiana
$89.1K +$7.59K +105 +11%
CA
830
CoreCap Advisors
Michigan
$87.3K +$74.6K +1,032 New
ANBT
831
American National Bank & Trust
Texas
$85.4K -$868 -12 -1%
HFS
832
Hantz Financial Services
Michigan
$85K – – –
HIIFS
833
Harel Insurance Investments & Financial Services
Israel
$85K +$72.3K +1,000 New
MAWCM
834
Mine & Arao Wealth Creation & Management
California
$84.6K – – –
MBFW
835
Morton Brown Family Wealth
Pennsylvania
$84.6K – – –
WT
836
Washington Trust
Rhode Island
$84.6K – – –
WTG
837
West Tower Group
Virginia
$84.6K +$68.7K +950 +1,900%
CSB
838
City State Bank
Iowa
$78K – – –
NIC
839
Northwest Investment Counselors
Oregon
$77.4K +$66.2K +915 New
EWA
840
EverSource Wealth Advisors
Alabama
$76.4K -$8.9K -123 -11%
FFWM
841
Future Financial Wealth Management
Ohio
$70.8K +$60.5K +837 New
CTC
842
Central Trust Company
Missouri
$69.9K -$15.2K -210 -20%
MHR
843
Matthew Hamilton Rosenberg
$67.6K -$13.2K -183 -18%
PCMC
844
Planning Capital Management Corporation
Pennsylvania
$66.1K -$723 -10 -1%
JFGIW
845
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$65.5K +$56K +774 New
CA
846
Crewe Advisors
Utah
$64.7K +$55.3K +765 New
VNA
847
Valley National Advisers
Pennsylvania
$64K +$11.2K +155 +25%
CB
848
CNB Bank
Pennsylvania
$63.1K – – –
AAP
849
Arax Advisory Partners
Colorado
$59.4K +$50.8K +702 New
TCOV
850
Trust Company of Vermont
Vermont
$59.4K +$50.8K +702 New
32 33
34
35 36