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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
IAP
976
Indie Asset Partners
Indiana
$373K +$24.4K +105 +7%
ZB
977
Zions Bancorporation
Utah
$373K +$36.6K +158 +12%
LBD
978
Landsberg Bennett & Dubbaneh
Florida
$372K +$48.5K +209 +16%
SFA
979
Sequoia Financial Advisors
Ohio
$371K +$76.1K +328 +27%
ARG
980
Advisory Resource Group
Oklahoma
$371K +$83.7K +361 +31%
BTWM
981
Baker Tilly Wealth Management
Wisconsin
$367K +$1.62K +7 +0.5%
FSC
982
Full Sail Capital
Oklahoma
$366K – – –
HCMG
983
Howard Capital Management Group
California
$366K – – –
MMPW
984
Mitchell McLeod Pugh & Williams
Alabama
$366K – – –
EWG
985
Executive Wealth Group
Washington
$366K – – –
MAG
986
MRA Advisory Group
New Jersey
$362K +$11.1K +48 +3%
DAM
987
Draper Asset Management
New York
$362K +$345K +1,486 New
AR
988
Advisory Research
Illinois
$360K +$342K +1,475 New
VC
989
Vicus Capital
Pennsylvania
$359K +$10.4K +45 +3%
CPIA
990
Cornell Pochily Investment Advisors
New York
$358K – – –
DCM
991
Donaldson Capital Management
Indiana
$357K +$16.2K +70 +5%
WTC
992
WhitTier Trust Company
Nevada
$354K – – –
WFI
993
West Family Investments
California
$354K +$336K +1,450 New
RA
994
Resolute Advisors
California
$353K – – –
MCM
995
Monument Capital Management
Virginia
$353K +$50.8K +219 +18%
FHA
996
First Horizon Advisors
Tennessee
$350K +$464 +2 +0.1%
RCA
997
Ranch Capital Advisors
Florida
$346K -$339K -1,461 Closed
TW
998
TrinityPoint Wealth
Connecticut
$345K -$16.7K -72 -5%
AP
999
Adero Partners
California
$345K – – –
RWM
1000
Ritholtz Wealth Management
New York
$345K +$1.85K +8 +0.6%
38 39
40
41 42