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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
876
Boreal Capital Management
Florida
$5.43K +$4.65K +80 New
PA
877
Pineridge Advisors
Missouri
$5.09K – – –
RCM
878
Ravenstone Capital Management
$5.09K +$4.36K +75 New
OAJ
879
Ogorek Anthony Joseph
New York
$5K +$1.05K +18 +29%
GBT
880
Grove Bank & Trust
Florida
$4.96K – – –
CYG
881
Clean Yield Group
Vermont
$4.75K – – –
ICM
882
Islay Capital Management
Texas
$4.75K – – –
PWA
883
Physician Wealth Advisors
Utah
$4.69K – – –
IBOK
884
Independence Bank of Kentucky
Kentucky
$4.42K – – –
HFS
885
Hughes Financial Services
Virginia
$4.26K +$1.86K +32 +133%
TIM
886
Total Investment Management
Arizona
$4.14K +$3.55K +61 New
PK
887
Pflug Koory
Nebraska
$3.87K – – –
TWD
888
True Wealth Design
Ohio
$3.77K +$2.21K +38 +211%
AEPWM
889
Atlantic Edge Private Wealth Management
Florida
$3.4K – – –
BC
890
Barrett & Company
Rhode Island
$3.4K – – –
BL
891
BFSG LLC
California
$3.4K – – –
HNW
892
High Note Wealth
Minnesota
$3.4K – – –
HI
893
Hoey Investments
Pennsylvania
$3.4K – – –
HWP
894
Highline Wealth Partners
California
$3.4K +$1.69K +29 +138%
PWMG
895
Prestige Wealth Management Group
New Jersey
$3.4K +$2.91K +50 New
GEA
896
Glen Eagle Advisors
New Jersey
$3.33K – – –
HWA
897
Heritage Wealth Advisors
Virginia
$3.33K – – –
SO
898
Sierra Ocean
California
$3.26K -$4.01K -69 -59%
GWSA
899
Global Wealth Strategies & Associates
Colorado
$2.92K -$2.5K -43 -50%
BGAI
900
Bruce G. Allen Investments
Colorado
$2.92K – – –
34 35
36
37 38