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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PO
851
Private Ocean
California
$12.9K +$14K +200 New
GXJ
852
Global X Japan
Japan
$12.6K -$1.89K -27 -12%
SIS
853
Strategic Investment Solutions
Illinois
$12.4K +$14K +200 New
KFI
854
Key Financial Inc
Pennsylvania
$12.1K – – –
AFG
855
Albion Financial Group
Utah
$11.9K – – –
PA
856
Pineridge Advisors
Missouri
$11.3K – – –
TFF
857
The Family Firm
Maryland
$11K +$12K +171 New
BCPWM
858
Bradley & Co Private Wealth Management
Florida
$10.7K – – –
CSWM
859
Cassady Schiller Wealth Management
Ohio
$10.6K – – –
SC
860
Stephens Consulting
Michigan
$10.3K +$11.2K +160 New
LG
861
LAM Group
Oregon
$10.1K +$2.87K +41 +35%
PP
862
PFS Partners
New Jersey
$9.67K – – –
BLC
863
Brown, Lisle/Cummings
Rhode Island
$9.67K +$10.5K +150 New
FFA
864
Fairfield Financial Advisors
Massachusetts
$9.67K +$10.5K +150 New
IGWM
865
ICA Group Wealth Management
Colorado
$9.29K -$134K -1,921 -93%
RWM
866
Raffa Wealth Management
District of Columbia
$9.16K +$7.7K +110 +344%
S
867
Sachetta
Massachusetts
$9.07K +$2.03K +29 +24%
TCG
868
Transcendent Capital Group
Oklahoma
$9.03K – – –
FCG
869
Financial Connections Group
California
$9K +$9.79K +140 New
CWM
870
CarsonAllaria Wealth Management
Illinois
$8.77K – – –
TSMHT
871
Thurston Springer Miller Herd & Titak
Indiana
$8.77K +$9.51K +136 New
CTA
872
Colonial Trust Advisors
South Carolina
$8.71K – – –
JWA
873
JFS Wealth Advisors
Pennsylvania
$8.64K +$4.2K +60 +81%
SIC
874
SJS Investment Consulting
Ohio
$8.51K – – –
MIM
875
Macroview Investment Management
Maryland
$8.13K +$2.31K +33 +35%
33 34
35
36 37