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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
JGIA
876
Jackson Grant Investment Advisers
Connecticut
$16K – – –
CSB
877
City State Bank
Iowa
$16K +$2.74K +30 +13%
SIS
878
Sound Income Strategies
Florida
$15K – – –
AFG
879
Albion Financial Group
Utah
$15K +$640 +7 +3%
OPW
880
Oxler Private Wealth
New York
$14.4K +$21.5K +235 New
LJHT
881
Laurie J. Hall Trustee
$14K -$20.1K -220 -50%
EWM
882
Evermay Wealth Management
Virginia
$14K -$13.9K -152 -40%
AP
883
Arlington Partners
Alabama
$14K – – –
CAL
884
Capital Analysts LLC
Pennsylvania
$14K – – –
GG
885
Gleason Group
Kentucky
$14K – – –
EBA
886
Eagle Bay Advisors
New York
$13.1K +$19.5K +213 New
C
887
Covestor
United Kingdom
$13K -$32.3K -353 -63%
CA
888
Centerpoint Advisors
Massachusetts
$13K -$32K -350 -62%
SC
889
SouthState Corp
Florida
$13K -$2.19K -24 -10%
CT
890
Clearstead Trust
Maine
$13K – – –
JFA
891
JNBA Financial Advisors
Minnesota
$13K +$1.65K +18 +9%
FPS
892
Fieldpoint Private Securities
Connecticut
$13K +$2.56K +28 +15%
TCM
893
Tradewinds Capital Management
Washington
$13K +$5.67K +62 +41%
S
894
Surevest
California
$13K +$19.2K +210 New
SFFS
895
Stonehage Fleming Financial Services
Jersey
$13K +$19.6K +215 New
MMG
896
Monetary Management Group
Missouri
$12K -$830K -9,085 -98%
BWM
897
BerganKDV Wealth Management
Minnesota
$12K -$1.46K -16 -8%
CTB
898
Country Trust Bank
Illinois
$12K – – –
ZB
899
Zions Bancorporation
Utah
$12K +$8.41K +92 +86%
IWP
900
IAG Wealth Partners
Wisconsin
$12K +$9.14K +100 +100%
34 35
36
37 38