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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
926
Creative Financial Designs
Indiana
$3.45K +$2.14K +31 +141%
PWMG
927
Prestige Wealth Management Group
New Jersey
$3.32K +$3.52K +51 New
AEPWM
928
Atlantic Edge Private Wealth Management
Florida
$3.25K -$1.73K -25 -33%
BL
929
BFSG LLC
California
$3.25K – – –
HI
930
Hoey Investments
Pennsylvania
$3.25K – – –
B
931
Bayban
Minnesota
$3.25K +$3.45K +50 New
CFM
932
Cornerstone Financial Management
Massachusetts
$3.25K +$3.45K +50 New
LGWM
933
Litman Gregory Wealth Management
California
$3.25K +$3.45K +50 New
WETS
934
Wealth Enhancement Trust Services
South Dakota
$3.25K +$3.45K +50 New
GEA
935
Glen Eagle Advisors
New Jersey
$3.19K – – –
HWA
936
Heritage Wealth Advisors
Virginia
$3.19K – – –
CW
937
CrossGen Wealth
North Carolina
$2.99K +$3.17K +46 New
AWM
938
Abound Wealth Management
Tennessee
$2.93K -$69 -1 -2%
BGAI
939
Bruce G. Allen Investments
Colorado
$2.8K – – –
GWSA
940
Global Wealth Strategies & Associates
Colorado
$2.8K – – –
VT
941
Volterra Technologies
New York
$2.67K +$2.83K +41 New
HIMS
942
Hager Investment Management Services
New Hampshire
$2.6K – – –
HFS
943
Hughes Financial Services
Virginia
$2.54K -$1.17K -17 -30%
BFS
944
Bare Financial Services
Pennsylvania
$2.54K +$2.69K +39 New
DPW
945
DiNuzzo Private Wealth
Pennsylvania
$2.47K +$483 +7 +23%
JFGIW
946
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.34K -$73.5K -1,066 -97%
YP
947
YANKCOM Partnership
South Dakota
$2.34K +$1.31K +19 +112%
BAM
948
Bellevue Asset Management
Washington
$2.34K – – –
IAS
949
IMA Advisory Services
Colorado
$2.21K +$2.07K +30 +750%
BHWM
950
Bay Harbor Wealth Management
Maryland
$2.15K +$138 +2 +6%
36 37
38
39 40