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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
951
Atticus Wealth Management
Florida
$952 +$407 +7 +100%
ACA
952
American Capital Advisory
Idaho
$952 +$815 +14 New
PW
953
Pandora Wealth
Illinois
$951 +$233 +4 +40%
HIA
954
HFM Investment Advisors
New Jersey
$951 +$756 +13 +1,300%
MAFA
955
MJT & Associates Financial Advisory
Minnesota
$883 – – –
TFM
956
TFC Financial Management
Massachusetts
$748 +$175 +3 +38%
CMBA
957
C.M. Bidwell & Associates
Hawaii
$747 – – –
PWMG
958
Private Wealth Management Group
New Jersey
$680 – – –
QWM
959
Quaker Wealth Management
New Jersey
$680 +$582 +10 New
PS
960
PayPay Securities
Japan
$679 -$58 -1 -9%
BCH
961
Berkshire Capital Holdings
California
$679 – – –
IHWM
962
Iron Horse Wealth Management
Iowa
$679 +$582 +10 New
UCB
963
United Community Bank
South Carolina
$679 +$582 +10 New
SIC
964
SJS Investment Consulting
Ohio
$612 -$6.87K -118 -93%
PWM
965
Parkworth Wealth Management
California
$611 +$58 +1 +13%
ZBNA
966
Zions Bancorporation, National Association
Utah
$543 +$465 +8 New
VWM
967
Vermillion Wealth Management
Minnesota
$408 – – –
MCM
968
Manchester Capital Management
Vermont
$340 -$29.1K -500 -99%
DFA
969
DHJJ Financial Advisors
Illinois
$340 – – –
PCFFS
970
Pacific Center for Financial Services
California
$340 – – –
PMIM
971
Prudent Man Investment Management
Colorado
$340 – – –
TVWM
972
Tower View Wealth Management
Wisconsin
$340 – – –
Q1WB
973
Quest 10 Wealth Builders
Virginia
$328 – – –
DF
974
DecisionPoint Financial
Arizona
$274 +$233 +4 New
AWM
975
Accredited Wealth Management
Kentucky
$272 – – –
37 38
39
40 41