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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
901
CRA Financial Services
New Jersey
$390K +$6.5K +30 +1%
VFM
902
Vivid Financial Management
California
$390K +$74.3K +343 +17%
CWG
903
Cornerstone Wealth Group
North Carolina
$387K -$8.02K -37 -2%
CA
904
Claro Advisors
Massachusetts
$386K +$155K +714 +43%
KMWM
905
Keudell/Morrison Wealth Management
Oregon
$386K +$518K +2,390 New
MAG
906
Mass Ave Global
New York
$382K +$512K +2,363 New
PA
907
Profund Advisors
Maryland
$381K -$76.1K -351 -13%
PFG
908
PAX Financial Group
Texas
$381K +$79.1K +365 +18%
ARG
909
Advisory Resource Group
Oklahoma
$381K +$341K +1,574 +102%
BFS
910
Bard Financial Services
Connecticut
$380K – – –
SC
911
Shay Capital
New York
$380K +$382K +1,762 +298%
APP
912
Avantax Planning Partners
Iowa
$378K +$29.9K +138 +6%
IA
913
IFG Advisory
Georgia
$377K +$172K +793 +51%
EFS
914
Essex Financial Services
Connecticut
$375K -$275K -1,271 -35%
DWM
915
Doyle Wealth Management
Florida
$370K – – –
ET
916
Equitable Trust
Tennessee
$368K – – –
MCM
917
McRae Capital Management
New Jersey
$367K +$7.58K +35 +2%
OA
918
Oxbow Advisors
Texas
$363K – – –
AWM
919
Accel Wealth Management
Iowa
$362K – – –
HHAM
920
HITE Hedge Asset Management
Massachusetts
$360K – – –
SWM
921
Segment Wealth Management
Texas
$360K +$484K +2,232 New
SCA
922
Spearhead Capital Advisors
Florida
$359K +$39.9K +184 +9%
DAL
923
Delta Accumulation LLC
California
$359K +$482K +2,225 New
SAM
924
Silvercrest Asset Management
New York
$358K -$198K -913 -29%
BWFA
925
Baltimore-Washington Financial Advisors
Maryland
$358K +$182K +840 +61%
35 36
37
38 39