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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
HPWA
951
Hall Private Wealth Advisors
North Carolina
$293K +$263K +1,347 New
GC
952
Garde Capital
Washington
$291K +$261K +1,340 New
OIM
953
Oder Investment Management
California
$289K +$259K +1,329 New
MFG
954
Magnus Financial Group
New York
$288K +$975 +5 +0.4%
FVWA
955
Foster Victor Wealth Advisors
South Carolina
$286K -$137K -700 -35%
GLA
956
Great Lakes Advisors
Illinois
$286K +$256K +1,312 New
HKAM
957
Horizon Kinetics Asset Management
New York
$285K +$7.41K +38 +3%
JCM
958
Jag Capital Management
Missouri
$285K +$256K +1,310 New
WEC
959
Winslow Evans & Crocker
Massachusetts
$282K +$148K +761 +142%
BP
960
Ballentine Partners
Massachusetts
$281K -$29.3K -150 -10%
VFA
961
Voya Financial Advisors
Connecticut
$281K +$248K +1,270 New
FFS
962
Founders Financial Securities
Maryland
$281K +$252K +1,293 New
KPCM
963
Kings Point Capital Management
New York
$279K -$9.36K -48 -4%
LC
964
Lindbrook Capital
California
$278K +$35.9K +184 +17%
CFD
965
Creative Financial Designs
Indiana
$277K -$1.76K -9 -0.7%
RFC
966
Regions Financial Corp
Alabama
$277K +$248K +1,270 New
DS
967
DRW Securities
Illinois
$276K +$247K +1,267 New
PA
968
PFG Advisors
Arizona
$274K -$14.6K -75 -6%
TWM
969
Tradition Wealth Management
Minnesota
$274K +$245K +1,257 New
MGIA
970
Moneta Group Investment Advisors
Missouri
$273K -$12.3K -63 -5%
BPA
971
Beacon Pointe Advisors
California
$273K +$245K +1,256 New
BG
972
Berry Group
Massachusetts
$272K +$244K +1,250 New
DY
973
Dowling & Yahnke
California
$272K +$244K +1,250 New
IA
974
IFG Advisory
Georgia
$272K +$244K +1,253 New
SEIA
975
Signature Estate & Investment Advisors
California
$272K +$244K +1,253 New
37 38
39
40 41