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Block Inc
XYZ

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