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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
851
Valley Wealth Managers
New Jersey
$11.1K +$10.7K +165 New
CSWM
852
Cassady Schiller Wealth Management
Ohio
$11K – – –
NECFA
853
New England Capital Financial Advisors
Connecticut
$10.9K -$4.97K -77 -32%
LG
854
LAM Group
Oregon
$10.5K – – –
MCM
855
MV Capital Management
Maryland
$10.5K +$7.11K +110 +239%
GC
856
Gould Capital
Washington
$10.1K -$5.17K -80 -35%
FFA
857
Fairfield Financial Advisors
Massachusetts
$10.1K – – –
PP
858
PFS Partners
New Jersey
$10.1K – – –
NS
859
NBC Securities
Alabama
$10K -$16.8K -260 -62%
MA
860
Montag & Associates
Georgia
$9.87K +$7.11K +110 +297%
TCG
861
Transcendent Capital Group
Oklahoma
$9.4K – – –
SIC
862
SJS Investment Consulting
Ohio
$9.33K +$452 +7 +5%
CTA
863
Colonial Trust Advisors
South Carolina
$9.06K – – –
SC
864
Stephens Consulting
Michigan
$8.86K -$1.81K -28 -18%
PCMC
865
Planning Capital Management Corporation
Pennsylvania
$8.73K -$42.1K -651 -83%
JWA
866
JFS Wealth Advisors
Pennsylvania
$8.26K -$711 -11 -8%
LWCFA
867
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.98K +$646 +10 +10%
MTIC
868
Missouri Trust & Investment Company
Missouri
$7.92K – – –
TAM
869
Tucker Asset Management
Colorado
$7.79K – – –
CWM
870
CarsonAllaria Wealth Management
Illinois
$7.32K -$1.74K -27 -20%
BCM
871
Blume Capital Management
California
$7.12K – – –
HRC
872
Hoertkorn Richard Charles
$6.85K – – –
CT
873
Colonial Trust
South Carolina
$6.71K -$646 -10 -9%
CPBTD
874
Central Pacific Bank - Trust Division
Hawaii
$6.71K – – –
EFP
875
EnRich Financial Partners
Wisconsin
$6.71K – – –
33 34
35
36 37