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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
851
North Star Investment Management
Illinois
$12.7K +$13K +188 +2,686%
KFI
852
Key Financial Inc
Pennsylvania
$12.2K – – –
MCM
853
MV Capital Management
Maryland
$11.5K +$276 +4 +2%
KAS
854
Kemnay Advisory Services
New York
$11.5K +$12.1K +176 New
BLC
855
Brown, Lisle/Cummings
Rhode Island
$11.3K – – –
AIM
856
Anchor Investment Management
South Carolina
$11.3K – – –
KFAS
857
Keating Financial Advisory Services
Kansas
$10.7K +$11.3K +164 New
NECFA
858
New England Capital Financial Advisors
Connecticut
$10.5K – – –
CPG
859
Cornerstone Planning Group
New Jersey
$10.4K -$2K -29 -15%
FC
860
Financial Consulate
Maryland
$9.89K – – –
GC
861
Gould Capital
Washington
$9.76K – – –
FNWA
862
Financial Network Wealth Advisors
Utah
$9.18K +$1.17K +17 +14%
AW
863
Avion Wealth
Texas
$9K -$1.66K -24 -14%
POIA
864
Pin Oak Investment Advisors
Texas
$9K – – –
ST
865
Smithfield Trust
Pennsylvania
$9K – – –
CIEC
866
Crédit Industriel et Commercial
France
$8.59K +$3.73K +54 +69%
MAM
867
Meeder Asset Management
Ohio
$8.53K – – –
AIM
868
Access Investment Management
Georgia
$8.24K – – –
ME
869
McIlrath & Eck
Washington
$8.14K +$1.73K +25 +25%
TCM
870
Triumph Capital Management
Colorado
$8.14K +$8.62K +125 New
IWM
871
IMG Wealth Management
Florida
$7.88K +$6.21K +90 +290%
HHMI
872
Howard Hughes Medical Institute
Maryland
$7.68K -$69 -1 -0.8%
MTIC
873
Missouri Trust & Investment Company
Missouri
$7.68K – – –
OP
874
ORG Partners
Indiana
$7.61K – – –
TAM
875
Tucker Asset Management
Colorado
$7.55K +$8K +116 New
33 34
35
36 37