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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
951
Rothschild Investment LLC
Illinois
$25.2K +$1.23K +15 +5%
NWWA
952
New Wave Wealth Advisors
Arkansas
$24.8K +$24K +292 New
AIM
953
Anchor Investment Management
South Carolina
$24.7K – – –
AF
954
Advisornet Financial
Minnesota
$24.3K -$2.87K -35 -11%
NWM
955
Nova Wealth Management
Florida
$24.2K +$23.4K +285 New
QCG
956
Quadrant Capital Group
Ohio
$23.6K -$902 -11 -4%
WA
957
Whipplewood Advisors
Colorado
$22.7K +$21.9K +267 New
HWA
958
HHM Wealth Advisors
Tennessee
$22.4K -$2.79K -34 -11%
CT
959
Clearstead Trust
Maine
$21.3K -$6.07K -74 -23%
AA
960
Addison Advisors
Vermont
$20.9K – – –
PA
961
Pineridge Advisors
Missouri
$20.8K +$5.74K +70 +40%
ST
962
Smithfield Trust
Pennsylvania
$20K – – –
ME
963
McIlrath & Eck
Washington
$19.7K -$1.48K -18 -7%
SC
964
SouthState Corp
Florida
$19.6K -$13.1K -160 -41%
BCMLT
965
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.5K – – –
HWM
966
Hemington Wealth Management
Virginia
$19K +$4.84K +59 +34%
CIAS
967
CBIZ Investment Advisory Services
Ohio
$19K -$17.3K -211 -49%
TSMHT
968
Thurston Springer Miller Herd & Titak
Indiana
$18.9K +$1.89K +23 +12%
AW
969
Avion Wealth
Texas
$18K -$7.38K -90 -30%
CIAM
970
Caitong International Asset Management
Hong Kong
$17.5K +$16.9K +206 New
SIS
971
Sound Income Strategies
Florida
$17K -$1.4K -17 -8%
CTB
972
Country Trust Bank
Illinois
$17K – – –
EBA
973
Eagle Bay Advisors
New York
$17K – – –
IWP
974
IAG Wealth Partners
Wisconsin
$17K – – –
SIS
975
Strategic Investment Solutions
Illinois
$17K – – –
37 38
39
40 41