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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
901
MassMutual Private Wealth & Trust
Connecticut
$11.1K -$905 -16 -10%
LA
902
LM Advisors
California
$11.1K +$8.09K +143 New
TAM
903
Tucker Asset Management
Colorado
$11K – – –
TCG
904
Transcendent Capital Group
Oklahoma
$10.8K +$7.92K +140 New
BCMLT
905
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.8K – – –
CWM
906
CarsonAllaria Wealth Management
Illinois
$10.5K – – –
SIC
907
SJS Investment Consulting
Ohio
$10.5K +$6.05K +107 +369%
CTA
908
Colonial Trust Advisors
South Carolina
$10.4K – – –
HFS
909
HBC Financial Services
Washington
$10K -$622 -11 -5%
MTIC
910
Missouri Trust & Investment Company
Missouri
$9.9K -$46.4K -821 -87%
NSIM
911
North Star Investment Management
Illinois
$9.9K – – –
CAC
912
Core Alternative Capital
Georgia
$9.67K -$1.87K -33 -21%
CSWM
913
Cassady Schiller Wealth Management
Ohio
$9.67K – – –
IRAG
914
Investment Research & Advisory Group
Georgia
$9.59K +$678 +12 +11%
AWM
915
Activest Wealth Management
Florida
$9.44K +$4.52K +80 +190%
S
916
Sachetta
Massachusetts
$9.44K +$6.9K +122 New
JWM
917
Janiczek Wealth Management
Colorado
$9.28K +$5.94K +105 +700%
LG
918
LAM Group
Oregon
$8.97K – – –
LFASL
919
Lugano Financial Advisors SA (LFA)
Switzerland
$8.89K – – –
RA
920
Rise Advisors
New York
$8.43K – – –
BCM
921
Blume Capital Management
California
$8.2K – – –
PP
922
PrairieView Partners
Minnesota
$8K – – –
RDIA
923
RE Dickinson Investment Advisors
Iowa
$8K – – –
VF
924
VitalStone Financial
Texas
$8K – – –
AW
925
Avion Wealth
Texas
$8K +$4.13K +73 +292%
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38 39