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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
901
TRUE Private Wealth Advisors
Oregon
$523K +$89.4K +348 +19%
AW
902
ACG Wealth
Georgia
$520K +$42.9K +167 +8%
OGC
903
Oak Grove Capital
New Hampshire
$518K – – –
UMC
904
United Maritime Capital
New York
$516K – – –
PWLP
905
Prio Wealth Limited Partnership
Massachusetts
$511K – – –
FWM
906
Focused Wealth Management
New York
$503K -$28.8K -112 -5%
CPIG
907
Chicago Partners Investment Group
Illinois
$502K +$164K +637 +40%
LSPW
908
Lake Street Private Wealth
Illinois
$500K +$12.6K +49 +2%
CA
909
Calton & Associates
Florida
$497K +$105K +409 +25%
VFM
910
Vivid Financial Management
California
$496K -$2.57K -10 -0.5%
CAAS
911
Capital Asset Advisory Services
Michigan
$496K +$98.4K +383 +23%
TW
912
TrinityPoint Wealth
Connecticut
$496K +$168K +654 +46%
BTWM
913
Baker Tilly Wealth Management
Wisconsin
$495K +$143K +558 +37%
CGL
914
Clarius Group LLC
Washington
$490K +$5.14K +20 +1%
EWA
915
Evolution Wealth Advisors
Florida
$490K +$281K +1,093 +115%
SCA
916
Spearhead Capital Advisors
Florida
$489K +$25.4K +99 +5%
AHC
917
Adell Harriman & Carpenter
Texas
$488K -$62.9K -245 -11%
EI
918
Ellevest Inc
New York
$487K +$25.2K +98 +5%
WCWM
919
Willow Creek Wealth Management
California
$486K -$35.2K -137 -6%
WMA
920
Wealth Management Associates
New Jersey
$485K -$7.71K -30 -1%
SBH
921
Segall Bryant & Hamill
Illinois
$485K – – –
OIM
922
Oder Investment Management
California
$484K – – –
MFG
923
Magnus Financial Group
New York
$481K +$36K +140 +8%
AGA
924
Arkos Global Advisors
Texas
$480K – – –
MIC
925
Means Investment Company
Maine
$480K +$35.7K +139 +7%
35 36
37
38 39