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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
926
Essential Partners
California
$1.99K +$1.82K +30 +1,000%
RCM
927
Raleigh Capital Management
North Carolina
$1.99K +$2.01K +33 New
PWA
928
Principia Wealth Advisory
Texas
$1.93K +$61 +1 +3%
IWS
929
Intentional Wealth Strategies
Colorado
$1.87K +$1.89K +31 New
GJIA
930
Glass Jacobson Investment Advisors
Maryland
$1.81K – – –
MWM
931
Mascoma Wealth Management
New Hampshire
$1.8K +$1.82K +30 New
MIM
932
Manitou Investment Management
Ontario, Canada
$1.75K – – –
TC
933
Tacita Capital
Ontario, Canada
$1.69K – – –
UFPG
934
United Financial Planning Group
New York
$1.69K +$1.7K +28 New
ME
935
McIlrath & Eck
Washington
$1.5K -$6.08K -100 -80%
CFS
936
CGC Financial Services
Oregon
$1.5K – – –
1CP
937
1015 Capital Partners
Pennsylvania
$1.5K +$669 +11 +79%
MPG
938
My Portfolio Guide
California
$1.5K +$1.52K +25 New
IA
939
IFS Advisors
Kansas
$1.5K – – –
WA
940
WPG Advisers
Maryland
$1.44K -$243 -4 -14%
VWM
941
Vermillion Wealth Management
Minnesota
$1.44K +$1.09K +18 +300%
FHC
942
First Horizon Corporation
Tennessee
$1.38K +$730 +12 +109%
GWSA
943
Global Wealth Strategies & Associates
Colorado
$1.32K -$1.28K -21 -49%
AP
944
Aspect Partners
Virginia
$1.32K – – –
ACA
945
American Capital Advisory
Idaho
$1.26K +$304 +5 +31%
BCPWM
946
Bradley & Co Private Wealth Management
Florida
$1.2K – – –
CWM
947
Copia Wealth Management
Oregon
$1.2K +$304 +5 +33%
PS
948
PayPay Securities
Japan
$1.1K +$122 +2 +14%
ADL
949
Asset Dedication LLC
California
$1.08K – – –
BFS
950
Bare Financial Services
Pennsylvania
$1.08K -$1.28K -21 -54%
36 37
38
39 40