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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
926
Albion Financial Group
Utah
$15.6K +$13.4K +185 New
ADL
927
Asset Dedication LLC
California
$15K -$13.4K -185 -51%
PA
928
Pineridge Advisors
Missouri
$14.8K – – –
LF
929
LifeSteps Financial
California
$14.4K +$12.3K +170 New
BCPWM
930
Bradley & Co Private Wealth Management
Florida
$14K – – –
PWMG
931
Prestige Wealth Management Group
New Jersey
$14K – – –
AWM
932
Activest Wealth Management
Florida
$14K +$3.11K +43 +35%
CSWM
933
Cassady Schiller Wealth Management
Ohio
$13.9K +$2.82K +39 +31%
BWL
934
Bogart Wealth LLC
Virginia
$13.9K +$10.6K +146 +811%
HBW
935
Hazlett, Burt & Watson
West Virginia
$13K – – –
GC
936
Gould Capital
Washington
$12.7K -$1.26M -17,461 -99%
PP
937
PFS Partners
New Jersey
$12.7K – – –
JSAM
938
J. Safra Asset Management
New York
$12.7K +$10.8K +150 New
TAM
939
Tucker Asset Management
Colorado
$12K – – –
TCG
940
Transcendent Capital Group
Oklahoma
$11.8K – – –
CWM
941
CarsonAllaria Wealth Management
Illinois
$11.5K – – –
CTA
942
Colonial Trust Advisors
South Carolina
$11.4K – – –
SIC
943
SJS Investment Consulting
Ohio
$11.2K -$289 -4 -3%
MTIC
944
Missouri Trust & Investment Company
Missouri
$10.8K – – –
JWM
945
Janiczek Wealth Management
Colorado
$10.2K – – –
HWP
946
Highline Wealth Partners
California
$10.2K +$2.89K +40 +50%
CIAS
947
CBIZ Investment Advisory Services
Ohio
$10.2K +$8.68K +120 New
TH
948
TCTC Holdings
Texas
$10.2K +$8.68K +120 New
AW
949
Avion Wealth
Texas
$10K +$796 +11 +11%
AFWM
950
Abich Financial Wealth Management
Virginia
$9.9K +$6.65K +92 +368%
36 37
38
39 40