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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SHGA
876
Sand Hill Global Advisors
California
$574K -$30.3K -118 -5%
CFS
877
CRA Financial Services
New Jersey
$572K +$15.4K +60 +3%
TFS
878
TrustCore Financial Services
Tennessee
$569K +$12.8K +50 +2%
BFS
879
Bard Financial Services
Connecticut
$565K -$12.8K -50 -2%
RA
880
RFG Advisory
Alabama
$562K -$17.7K -69 -3%
VVP
881
Venture Visionary Partners
Ohio
$555K – – –
AG
882
AIA Group
Hong Kong
$555K +$156K +607 +36%
PHS
883
Pekin Hardy Strauss
Illinois
$552K +$77.1K +300 +15%
SIGI
884
Susquehanna International Group (Ireland)
Ireland
$550K +$589K +2,293 New
GRP
885
Global Retirement Partners
California
$549K -$11.6K -45 -2%
DWM
886
Doyle Wealth Management
Florida
$549K +$51.4K +200 +10%
ET
887
Equitable Trust
Tennessee
$547K -$42.4K -165 -7%
NL
888
NKCFO LLC
Illinois
$547K +$244K +950 +71%
MCP
889
Mirador Capital Partners
California
$542K -$3.34K -13 -0.6%
DWM
890
Dakota Wealth Management
Florida
$542K +$580K +2,258 New
FVWA
891
Foster Victor Wealth Advisors
South Carolina
$541K -$308K -1,200 -35%
OA
892
Oxbow Advisors
Texas
$540K – – –
AWM
893
Accel Wealth Management
Iowa
$537K -$8.99K -35 -2%
MCM
894
McRae Capital Management
New Jersey
$536K +$574K +2,235 New
FCBT
895
First Citizens Bank & Trust
North Carolina
$535K +$573K +2,232 New
HHAM
896
HITE Hedge Asset Management
Massachusetts
$534K – – –
CWS
897
Cypress Wealth Services
California
$533K -$297K -1,158 -34%
MFA
898
Mayflower Financial Advisors
Massachusetts
$532K +$7.19K +28 +1%
APP
899
Avantax Planning Partners
Iowa
$528K +$566K +2,203 New
SC
900
Solstein Capital
California
$526K +$384K +1,494 +213%
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