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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
876
Gradient Investments
Minnesota
$9.2K +$299 +4 +3%
RA
877
Rise Advisors
New York
$9.13K -$2.01M -26,891 -100%
BAM
878
Byrne Asset Management
New Jersey
$9K -$1.05K -14 -9%
NSIM
879
North Star Investment Management
Illinois
$8.79K – – –
BWL
880
Bogart Wealth LLC
Virginia
$8.58K -$17.1K -229 -65%
CSWM
881
Cassady Schiller Wealth Management
Ohio
$8.58K – – –
FSWA
882
Financial Synergies Wealth Advisors
Texas
$8.24K – – –
HFS
883
HBC Financial Services
Washington
$8K +$524 +7 +3%
LG
884
LAM Group
Oregon
$7.96K – – –
LFASL
885
Lugano Financial Advisors SA (LFA)
Switzerland
$7.89K – – –
CIM
886
Contravisory Investment Management
Massachusetts
$7.89K +$8.61K +115 New
LOIM
887
Liberty One Investment Management
Illinois
$7.55K +$8.23K +110 New
BCM
888
Blume Capital Management
California
$7.28K – – –
WWM
889
Wolff Wiese Magana
California
$7K -$2.99K -40 -28%
HRC
890
Hoertkorn Richard Charles
$7K – – –
PI
891
PineBridge Investments
New York
$7K – – –
CA
892
Centerpoint Advisors
Massachusetts
$7K -$1.87K -25 -20%
PP
893
PrairieView Partners
Minnesota
$7K – – –
RDIA
894
RE Dickinson Investment Advisors
Iowa
$7K – – –
CCP
895
Carmel Capital Partners
California
$6.93K +$7.56K +101 New
SWA
896
Sutton Wealth Advisors
Florida
$6.87K -$232K -3,102 -97%
KFS
897
Kelly Financial Services
Massachusetts
$6.87K -$374 -5 -5%
CT
898
Colonial Trust
South Carolina
$6.87K – – –
LWCFA
899
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.87K – – –
SVCP
900
Silicon Valley Capital Partners
California
$6.87K – – –
34 35
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