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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
876
Central Bank & Trust
Kentucky
$452K +$1.87K +8 +0.4%
CPW
877
Catalyst Private Wealth
California
$449K +$63.2K +270 +16%
CGL
878
Clarius Group LLC
Washington
$448K +$31.8K +136 +7%
MFA
879
Mayflower Financial Advisors
Massachusetts
$442K +$10.3K +44 +2%
HR
880
Hayden Royal
North Carolina
$441K +$454K +1,942 New
SUT
881
SC US (TTGP)
California
$440K -$215K -918 -32%
LSPW
882
Lake Street Private Wealth
Illinois
$440K -$3.51K -15 -0.8%
LOAMU
883
Lombard Odier Asset Management (USA)
New York
$440K +$454K +1,940 New
TPWA
884
TRUE Private Wealth Advisors
Oregon
$436K -$28.1K -120 -6%
BS
885
Boenning & Scattergood
Pennsylvania
$435K +$29.2K +125 +7%
CIP
886
Convergence Investment Partners
Florida
$434K +$14K +60 +3%
WIA
887
Wealthstreet Investment Advisors
Texas
$431K +$5.85K +25 +1%
AIM
888
Acropolis Investment Management
Missouri
$422K -$11.7K -50 -3%
PCG
889
Private Capital Group
Connecticut
$421K -$309K -1,320 -42%
GA
890
Greytown Advisors
Florida
$421K +$35.1K +150 +9%
OC
891
Oarsman Capital
Wisconsin
$416K -$166K -711 -28%
CANY
892
Caxton Associates (New York)
New York
$415K +$427K +1,827 New
BFS
893
Bard Financial Services
Connecticut
$414K – – –
TFS
894
Thoroughbred Financial Services
Tennessee
$414K +$43.3K +185 +11%
PGIM
895
Pacific Global Investment Management
California
$410K – – –
GT
896
Greenleaf Trust
Michigan
$405K +$13.6K +58 +3%
SFP
897
Sandbox Financial Partners
Maryland
$405K +$22.9K +98 +6%
FP
898
Financial Perspectives
Minnesota
$402K +$5.15K +22 +1%
SCA
899
Spearhead Capital Advisors
Florida
$400K -$320K -1,366 -44%
SA
900
Sicart Associates
New York
$400K – – –
34 35
36
37 38