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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PCIA
926
Prime Capital Investment Advisors
Kansas
$357K -$281K -1,200 -43%
FSC
927
Full Sail Capital
Oklahoma
$355K – – –
HI
928
Hudock Inc
Pennsylvania
$355K +$16.6K +71 +5%
EI
929
Ellevest Inc
New York
$355K +$27.1K +116 +8%
IAN
930
Integrated Advisors Network
Texas
$355K +$366K +1,565 New
BMC
931
Beaton Management Company
Massachusetts
$352K -$11.7K -50 -3%
ANTB
932
AMG National Trust Bank
Colorado
$348K +$2.1K +9 +0.6%
22CM
933
20/20 Capital Management
California
$348K +$38.6K +165 +12%
FHC
934
First Heartland Consultants
Missouri
$347K +$35.3K +151 +11%
MFG
935
Magnus Financial Group
New York
$347K +$48.2K +206 +16%
JIC
936
Joel Isaacson & Co
New York
$346K +$357K +1,525 New
MLL
937
Moody Lynn & Lieberson
Massachusetts
$342K +$1.17K +5 +0.3%
MMPW
938
Mitchell McLeod Pugh & Williams
Alabama
$341K – – –
HCMG
939
Howard Capital Management Group
California
$341K +$351K +1,500 New
EWG
940
Executive Wealth Group
Washington
$341K – – –
BTWM
941
Baker Tilly Wealth Management
Wisconsin
$340K +$351K +1,499 New
PFG
942
PAX Financial Group
Texas
$340K +$351K +1,499 New
MAFM
943
Mid Atlantic Financial Management
Pennsylvania
$338K -$474K -2,027 -58%
TW
944
TrinityPoint Wealth
Connecticut
$338K -$107K -456 -23%
W
945
WealthStone
Ohio
$337K +$33K +141 +10%
BP
946
Ballentine Partners
Massachusetts
$336K +$44.7K +191 +15%
SVWAG
947
Sound View Wealth Advisors Group
Georgia
$335K -$10.1K -43 -3%
CPIA
948
Cornell Pochily Investment Advisors
New York
$334K – – –
TWM
949
Tradition Wealth Management
Minnesota
$333K +$49.4K +211 +17%
RCA
950
Ranch Capital Advisors
Florida
$331K – – –
36 37
38
39 40