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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
976
Marcum Wealth
Ohio
$312K +$321K +1,374 New
ZB
977
Zions Bancorporation
Utah
$311K -$62.2K -266 -16%
LWA
978
Lineweaver Wealth Advisors
Ohio
$311K +$320K +1,370 New
CL
979
CPWM LLC
Washington
$307K -$8.65K -37 -3%
HL
980
HeadInvest LLC
Maine
$307K -$1.17K -5 -0.4%
4WM
981
4J Wealth Management
Virginia
$307K +$316K +1,353 New
GC
982
Garde Capital
Washington
$304K – – –
KP
983
Keel Point
Alabama
$303K +$312K +1,335 New
VWA
984
Visionary Wealth Advisors
Illinois
$299K +$309K +1,319 New
KPCM
985
Kings Point Capital Management
New York
$298K +$7.49K +32 +2%
RP
986
Rice Partnership
Hawaii
$297K -$37.4K -160 -11%
KLCM
987
KG&L Capital Management
Louisiana
$295K +$57.8K +247 +23%
WMP
988
Wealth Management Partners
Arizona
$295K +$282K +1,205 New
LBD
989
Landsberg Bennett & Dubbaneh
Florida
$295K +$301K +1,285 New
PWS
990
Precision Wealth Strategies
Missouri
$295K +$304K +1,301 New
NC
991
NovaPoint Capital
Georgia
$293K +$17.1K +73 +6%
HNB
992
Huntington National Bank
Ohio
$293K +$23.9K +102 +9%
APP
993
Alpha Paradigm Partners
Illinois
$292K -$2.53M -10,806 -89%
NFC
994
Northeast Financial Consultants
Connecticut
$291K +$35.1K +150 +13%
AG
995
AIA Group
Hong Kong
$290K -$20.4K -87 -6%
MIC
996
Means Investment Company
Maine
$289K +$7.25K +31 +2%
DY
997
Dowling & Yahnke
California
$288K +$4.68K +20 +2%
TCM
998
Tuttle Capital Management
Connecticut
$287K -$46.5K -199 -14%
DHFB
999
Dixon Hubard Feinour & Brown
Virginia
$284K +$292K +1,250 New
GLA
1000
Great Lakes Advisors
Illinois
$279K -$19.2K -82 -6%
38 39
40
41 42