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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
901
LRI Investments
Florida
$64.6K +$29.5K +360 +90%
CB
902
CNB Bank
Pennsylvania
$63.4K – – –
RMP
903
Richards, Merrill & Peterson
Washington
$62K +$59.9K +730 New
CAL
904
Capital Analysts LLC
Pennsylvania
$61K – – –
CFB
905
Cullen/Frost Bankers
Texas
$58.3K -$1.31K -16 -2%
DWM
906
Darwin Wealth Management
Florida
$58K -$34.9K -426 -38%
TLCM
907
Twin Lakes Capital Management
California
$57.7K – – –
WTC
908
WhitTier Trust Company
Nevada
$57.4K -$3.36K -41 -6%
KIM
909
Kestra Investment Management
Texas
$57.1K +$55.1K +672 New
CA
910
Crewe Advisors
Utah
$56.8K – – –
HCP
911
Hexagon Capital Partners
Arkansas
$56K +$3.69K +45 +7%
API
912
Asset Planning Inc
California
$55.5K +$53.6K +653 New
TCOV
913
Trust Company of Vermont
Vermont
$53.5K -$8.2K -100 -14%
GSWM
914
Golden State Wealth Management
California
$51.9K +$50.1K +611 New
TFIPS
915
Towarzystwo Funduszy Inwestycyjnych PZU SA
$51K +$20.5K +250 +71%
MAS
916
MPWM Advisory Solutions
Georgia
$50.7K +$49K +597 New
CA
917
Continuum Advisory
Idaho
$50.5K +$5.33K +65 +12%
GAM
918
Generali Asset Management
Italy
$49.2K +$47.5K +579 New
EWA
919
EverSource Wealth Advisors
Alabama
$44.2K +$8.04K +98 +23%
CFP
920
Comprehensive Financial Planning
Pennsylvania
$43.2K +$41.7K +508 New
MCM
921
Manchester Capital Management
Vermont
$42.9K -$82 -1 -0.2%
TWD
922
True Wealth Design
Ohio
$42.6K +$656 +8 +2%
AFM
923
Aspetuck Financial Management
Connecticut
$42.5K +$41K +500 New
DMBA
924
Deseret Mutual Benefit Administrators
Utah
$40.8K +$10.8K +132 +38%
PA
925
PSI Advisors
Florida
$40.6K +$1.4K +17 +4%
35 36
37
38 39