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Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
926
Key Financial Inc
Pennsylvania
$15.8K – – –
AFG
927
Albion Financial Group
Utah
$15.6K +$13.4K +185 New
ADL
928
Asset Dedication LLC
California
$15K -$13.4K -185 -51%
PA
929
Pineridge Advisors
Missouri
$14.8K – – –
LF
930
LifeSteps Financial
California
$14.4K +$12.3K +170 New
BCPWM
931
Bradley & Co Private Wealth Management
Florida
$14K – – –
PWMG
932
Prestige Wealth Management Group
New Jersey
$14K – – –
AWM
933
Activest Wealth Management
Florida
$14K +$3.11K +43 +35%
CSWM
934
Cassady Schiller Wealth Management
Ohio
$13.9K +$2.82K +39 +31%
BWL
935
Bogart Wealth LLC
Virginia
$13.9K +$10.6K +146 +811%
HBW
936
Hazlett, Burt & Watson
West Virginia
$13K – – –
GC
937
Gould Capital
Washington
$12.7K -$1.26M -17,461 -99%
PP
938
PFS Partners
New Jersey
$12.7K – – –
JSAM
939
J. Safra Asset Management
New York
$12.7K +$10.8K +150 New
TAM
940
Tucker Asset Management
Colorado
$12K – – –
TCG
941
Transcendent Capital Group
Oklahoma
$11.8K – – –
CWM
942
CarsonAllaria Wealth Management
Illinois
$11.5K – – –
CTA
943
Colonial Trust Advisors
South Carolina
$11.4K – – –
SIC
944
SJS Investment Consulting
Ohio
$11.2K -$289 -4 -3%
MTIC
945
Missouri Trust & Investment Company
Missouri
$10.8K – – –
JWM
946
Janiczek Wealth Management
Colorado
$10.2K – – –
HWP
947
Highline Wealth Partners
California
$10.2K +$2.89K +40 +50%
CIAS
948
CBIZ Investment Advisory Services
Ohio
$10.2K +$8.68K +120 New
TH
949
TCTC Holdings
Texas
$10.2K +$8.68K +120 New
AW
950
Avion Wealth
Texas
$10K +$796 +11 +11%
36 37
38
39 40