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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
876
Oxbow Advisors
Texas
$549K – – –
CWG
877
Cornerstone Wealth Group
North Carolina
$546K +$542K +2,335 New
HHAM
878
HITE Hedge Asset Management
Massachusetts
$543K – – –
FWM
879
Focused Wealth Management
New York
$539K +$2.78K +12 +0.5%
TFS
880
Thoroughbred Financial Services
Tennessee
$534K +$84.2K +363 +20%
WCWM
881
Willow Creek Wealth Management
California
$528K +$1.39K +6 +0.3%
OGC
882
Oak Grove Capital
New Hampshire
$527K -$23.2K -100 -4%
UMC
883
United Maritime Capital
New York
$524K +$34.8K +150 +8%
PWLP
884
Prio Wealth Limited Partnership
Massachusetts
$519K – – –
BU
885
BBVA USA
Alabama
$518K +$493K +2,124 New
DWM
886
Doyle Wealth Management
Florida
$510K – – –
VFM
887
Vivid Financial Management
California
$507K +$15.3K +66 +3%
MFA
888
Mayflower Financial Advisors
Massachusetts
$503K +$27.8K +120 +6%
WMA
889
Wealth Management Associates
New Jersey
$501K +$71.7K +309 +18%
NFG
890
Nations Financial Group
Iowa
$499K -$58K -250 -11%
RSWM
891
Robertson Stephens Wealth Management
California
$497K +$241K +1,040 +104%
AWA
892
Arete Wealth Advisors
Illinois
$495K -$85.1K -367 -10%
KPW
893
Kore Private Wealth
New York
$493K -$34.6K -149 -7%
CGL
894
Clarius Group LLC
Washington
$493K +$11.6K +50 +3%
SBH
895
Segall Bryant & Hamill
Illinois
$492K -$279K -1,202 -37%
OIM
896
Oder Investment Management
California
$492K -$8.81K -38 -2%
LSPW
897
Lake Street Private Wealth
Illinois
$492K +$22.3K +96 +5%
FFS
898
Founders Financial Securities
Maryland
$492K +$263K +1,135 +129%
SM
899
SG3 Management
Puerto Rico
$488K -$1.16M -5,000 -71%
PHS
900
Pekin Hardy Strauss
Illinois
$488K -$23.2K -100 -5%
34 35
36
37 38