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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SFFS
926
Stonehage Fleming Financial Services
Jersey
$480K +$514K +2,000 New
CC
927
Codex Capital
New York
$478K -$257K -1,000 -33%
GA
928
Greytown Advisors
Florida
$478K +$4.88K +19 +1%
PFG
929
PAX Financial Group
Texas
$478K +$62.2K +242 +14%
RC
930
RegentAtlantic Capital
New Jersey
$477K +$66.8K +260 +15%
RWM
931
Ritholtz Wealth Management
New York
$477K +$147K +572 +40%
BFEC
932
Benjamin F. Edwards & Company
Missouri
$476K +$51.9K +202 +11%
CCA
933
Checchi Capital Advisers
California
$475K -$139K -542 -21%
DY
934
Dowling & Yahnke
California
$474K +$26.2K +102 +5%
PWMG
935
Pinnacle Wealth Management Group
Michigan
$472K – – –
AI
936
Aperture Investors
New York
$471K +$504K +1,964 New
DTL
937
Dynamic Technology Lab
Singapore
$467K -$1.03M -3,998 -67%
WP
938
WealthPLAN Partners
Nebraska
$465K -$7.71K -30 -1%
GIM
939
Grassi Investment Management
California
$463K +$257K +1,000 +107%
SFP
940
Sandbox Financial Partners
Maryland
$460K -$1.54K -6 -0.3%
PCG
941
Private Capital Group
Connecticut
$459K -$3.34K -13 -0.7%
LWA
942
Lineweaver Wealth Advisors
Ohio
$456K +$57.8K +225 +13%
GT
943
Greenleaf Trust
Michigan
$454K +$6.68K +26 +1%
KAS
944
Kemnay Advisory Services
New York
$453K +$485K +1,887 New
SRSA
945
S.R. Schill & Associates
Washington
$443K +$474K +1,846 New
BCM
946
BTC Capital Management
Iowa
$440K -$5.14K -20 -1%
SMF
947
Sterling Manor Financial
New York
$440K +$771 +3 +0.2%
MAFM
948
Mid Atlantic Financial Management
Pennsylvania
$437K +$186K +725 +66%
OC
949
Oarsman Capital
Wisconsin
$436K +$5.39K +21 +1%
PAM
950
Paradigm Asset Management
New York
$432K -$51.4K -200 -10%
36 37
38
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