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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SHGA
851
Sand Hill Global Advisors
California
$612K +$175K +756 +43%
PA
852
Procyon Advisors
Connecticut
$605K -$38K -164 -6%
FRM
853
Fox Run Management
Connecticut
$605K +$575K +2,481 New
HCM
854
Hodges Capital Management
Texas
$597K – – –
ET
855
Equitable Trust
Tennessee
$596K +$53.6K +231 +10%
HCM
856
Hollencrest Capital Management
California
$595K +$4.87K +21 +0.9%
ACS
857
Archford Capital Strategies
Illinois
$590K +$40.8K +176 +8%
MFS
858
Mirabella Financial Services
United Kingdom
$589K +$560K +2,414 New
RA
859
RFG Advisory
Alabama
$588K +$57.8K +249 +12%
WWM
860
Wolff Wiese Magana
California
$587K +$550K +2,371 +6,774%
LWM
861
Laidlaw Wealth Management
New York
$587K +$559K +2,408 New
TCM
862
Traynor Capital Management
Pennsylvania
$586K -$95.1K -410 -14%
BFS
863
Bard Financial Services
Connecticut
$586K +$135K +580 +32%
EP
864
EPIQ Partners
Minnesota
$585K – – –
RM
865
Resource Management
Louisiana
$581K -$157K -678 -22%
DAM
866
Derbend Asset Management
Georgia
$579K +$551K +2,374 New
GRP
867
Global Retirement Partners
California
$570K +$29.9K +129 +6%
CFS
868
CRA Financial Services
New Jersey
$567K +$11.6K +50 +2%
TFS
869
TrustCore Financial Services
Tennessee
$566K -$122K -525 -18%
VVP
870
Venture Visionary Partners
Ohio
$565K -$49.2K -212 -8%
AHC
871
Adell Harriman & Carpenter
Texas
$556K +$28.1K +121 +6%
AWM
872
Accel Wealth Management
Iowa
$555K -$1.39K -6 -0.3%
MCP
873
Mirador Capital Partners
California
$554K +$10.4K +45 +2%
OWA
874
Octavia Wealth Advisors
Ohio
$551K +$203K +874 +63%
DWM
875
Dorchester Wealth Management
Quebec, Canada
$549K -$6.96K -30 -1%
33 34
35
36 37