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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
851
Paradigm Financial Advisors
Missouri
$424K -$47.2K -242 -11%
QSS
852
Quantitative Systematic Strategies
Florida
$422K -$797K -4,085 -68%
AIM
853
Acropolis Investment Management
Missouri
$415K – – –
PWLP
854
Prio Wealth Limited Partnership
Massachusetts
$415K +$30.2K +155 +9%
MFA
855
Mayflower Financial Advisors
Massachusetts
$414K +$371K +1,901 New
DWM
856
Doyle Wealth Management
Florida
$411K +$369K +1,890 New
WIA
857
Wealthstreet Investment Advisors
Texas
$408K -$14.6K -75 -4%
TW
858
TrinityPoint Wealth
Connecticut
$406K -$5.66K -29 -1%
SAS
859
Stelac Advisory Services
New York
$406K +$364K +1,864 New
CIP
860
Convergence Investment Partners
Florida
$403K +$361K +1,850 New
CGL
861
Clarius Group LLC
Washington
$400K +$358K +1,836 New
TIS
862
Tortoise Index Solutions
Kansas
$398K -$77.4K -397 -18%
SC
863
Scholtz & Company
Connecticut
$398K +$357K +1,830 New
XS
864
XR Securities
Illinois
$398K +$357K +1,830 New
SSWM
865
Sheets Smith Wealth Management
North Carolina
$397K +$2.34K +12 +0.7%
BFS
866
Bard Financial Services
Connecticut
$397K +$356K +1,825 New
GLAM
867
Gardner Lewis Asset Management
Pennsylvania
$393K – – –
PGIM
868
Pacific Global Investment Management
California
$393K +$6.44K +33 +2%
QCIG
869
Quad-Cities Investment Group
Iowa
$392K +$39K +200 +13%
BS
870
Boenning & Scattergood
Pennsylvania
$389K +$10.1K +52 +3%
VI
871
Versor Investments
New York
$389K +$349K +1,788 New
SA
872
Sicart Associates
New York
$383K – – –
SHGA
873
Sand Hill Global Advisors
California
$382K – – –
FP
874
Financial Perspectives
Minnesota
$381K – – –
PFA
875
Professional Financial Advisors
Nebraska
$379K +$13.8K +71 +4%
33 34
35
36 37