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Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
WAU
851
Wellington-Altus USA
Manitoba, Canada
$13K +$13.8K +200 New
KA
852
Kozak & Associates
Colorado
$12.9K +$6.9K +100 +118%
AFG
853
Albion Financial Group
Utah
$12.8K -$69 -1 -0.5%
NWM
854
Nova Wealth Management
Florida
$12.8K – – –
NSIM
855
North Star Investment Management
Illinois
$12.7K +$13K +188 +2,686%
KFI
856
Key Financial Inc
Pennsylvania
$12.2K – – –
MCM
857
MV Capital Management
Maryland
$11.5K +$276 +4 +2%
KAS
858
Kemnay Advisory Services
New York
$11.5K +$12.1K +176 New
BLC
859
Brown, Lisle/Cummings
Rhode Island
$11.3K – – –
AIM
860
Anchor Investment Management
South Carolina
$11.3K – – –
KFAS
861
Keating Financial Advisory Services
Kansas
$10.7K +$11.3K +164 New
NECFA
862
New England Capital Financial Advisors
Connecticut
$10.5K – – –
CPG
863
Cornerstone Planning Group
New Jersey
$10.4K -$2K -29 -15%
FC
864
Financial Consulate
Maryland
$9.89K – – –
GC
865
Gould Capital
Washington
$9.76K – – –
FNWA
866
Financial Network Wealth Advisors
Utah
$9.18K +$1.17K +17 +14%
AW
867
Avion Wealth
Texas
$9K -$1.66K -24 -14%
POIA
868
Pin Oak Investment Advisors
Texas
$9K – – –
ST
869
Smithfield Trust
Pennsylvania
$9K – – –
CIEC
870
Crédit Industriel et Commercial
France
$8.59K +$3.73K +54 +69%
MAM
871
Meeder Asset Management
Ohio
$8.53K – – –
AIM
872
Access Investment Management
Georgia
$8.24K – – –
ME
873
McIlrath & Eck
Washington
$8.14K +$1.73K +25 +25%
TCM
874
Triumph Capital Management
Colorado
$8.14K +$8.62K +125 New
IWM
875
IMG Wealth Management
Florida
$7.88K +$6.21K +90 +290%
33 34
35
36 37