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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
926
Dogwood Wealth Management
Kansas
$11K +$2.18K +31 +27%
ST
927
Smithfield Trust
Pennsylvania
$11K – – –
IRAG
928
Investment Research & Advisory Group
Georgia
$10.8K – – –
CFM
929
Compass Financial Management
Florida
$10.5K +$8.93K +127 New
RWM
930
Rialto Wealth Management
New York
$9.96K +$2.18K +31 +31%
HNW
931
High Note Wealth
Minnesota
$9.88K +$492 +7 +6%
OAG
932
Oakmont Advisory Group
New Mexico
$9.87K +$9.14K +130 New
FC
933
Financial Consulate
Maryland
$9.8K – – –
CT
934
Clearstead Trust
Maine
$9.04K -$17.5K -249 -68%
GKIM
935
GW&K Investment Management
Massachusetts
$9K – – –
TSMHT
936
Thurston Springer Miller Herd & Titak
Indiana
$8.82K – – –
VFM
937
Vision Financial Markets
Connecticut
$8.79K – – –
MAM
938
Meeder Asset Management
Ohio
$8.59K -$104K -1,486 -93%
SL
939
Salomon & Ludwin
Virginia
$8.48K – – –
WB
940
Webster Bank
Connecticut
$8.36K – – –
HIC
941
Hamrick Investment Counsel
Washington
$8.06K – – –
MWA
942
Medallion Wealth Advisors
Connecticut
$7.9K +$70 +1 +1%
TCM
943
Triumph Capital Management
Colorado
$7.9K +$281 +4 +4%
QL
944
Quarry LP
New York
$7.6K -$34.4K -490 -83%
AIS
945
Advocate Investing Services
Maryland
$7.6K – – –
BCM
946
Blume Capital Management
California
$7.6K – – –
CPBTD
947
Central Pacific Bank - Trust Division
Hawaii
$7.6K – – –
FB
948
First Bancorp
Maine
$7.6K +$7.03K +100 New
MP
949
McDonald Partners
Ohio
$7.6K +$7.03K +100 New
VR
950
Vision Retirement
New Jersey
$7.37K – – –
36 37
38
39 40