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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
WBG
926
Wharton Business Group
Pennsylvania
$261K – – –
JC
927
JB Capital
Connecticut
$260K +$77.5K +640 +50%
CIA
928
Caerus Investment Advisors
Texas
$258K +$72.2K +596 +24%
SC
929
Sierra Capital
Florida
$257K +$4.36K +36 +2%
LJAC
930
L.J. Altfest & Co
New York
$257K +$229K +1,893 New
NRS
931
Neville Rodie & Shaw
New York
$255K – – –
LI
932
LVZ Inc
Michigan
$255K +$14.9K +123 +7%
DA
933
DSC Advisors
Illinois
$254K +$227K +1,875 New
CPW
934
Catalyst Private Wealth
California
$252K -$90K -743 -29%
AIM
935
Acropolis Investment Management
Missouri
$252K +$5.81K +48 +3%
FPCG
936
Fort Pitt Capital Group
Pennsylvania
$252K +$225K +1,860 New
JGC
937
J. Goldman & Co
New York
$252K +$225K +1,860 New
PVH
938
Psagot Value Holdings
Israel
$251K -$360K -2,972 -62%
GA
939
Greytown Advisors
Florida
$251K -$9.44K -78 -4%
SHGA
940
Sand Hill Global Advisors
California
$251K -$4.84K -40 -2%
HW
941
Hancock Whitney
Mississippi
$250K +$223K +1,841 New
IC
942
Intersect Capital
California
$248K +$4.36K +36 +2%
EMFAT
943
Emerald Mutual Fund Advisers Trust
Pennsylvania
$245K -$714K -5,900 -77%
VWM
944
Venturi Wealth Management
Texas
$245K +$219K +1,808 New
SVWAG
945
Sound View Wealth Advisors Group
Georgia
$242K -$2.06K -17 -0.9%
PWMG
946
Prestige Wealth Management Group
New Jersey
$242K +$3.27K +27 +2%
CHJWM
947
Carlton Hofferkamp & Jenks Wealth Management
Texas
$241K +$26.6K +220 +13%
FP
948
Financial Perspectives
Minnesota
$240K +$2.42K +20 +1%
PCG
949
Private Capital Group
Connecticut
$239K -$726 -6 -0.3%
CANY
950
Caxton Associates (New York)
New York
$239K +$214K +1,764 New
36 37
38
39 40