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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
976
Krilogy Financial
Missouri
$398K +$113K +439 +36%
ZIG
977
Zuckerman Investment Group
Illinois
$397K – – –
RFC
978
Regions Financial Corp
Alabama
$394K +$110K +428 +35%
LBD
979
Landsberg Bennett & Dubbaneh
Florida
$392K +$36.7K +143 +10%
RWA
980
Ropes Wealth Advisors
Massachusetts
$392K +$136K +530 +48%
JIC
981
Joel Isaacson & Co
New York
$390K +$2.57K +10 +0.6%
EWA
982
Encompass Wealth Advisors
Oregon
$388K +$10.3K +40 +3%
SIC
983
SFE Investment Counsel
California
$387K +$12.8K +50 +3%
LI
984
LVZ Inc
Michigan
$386K – – –
PNAA
985
Pictet North America Advisors
Switzerland
$386K – – –
EWA
986
EP Wealth Advisors
California
$383K +$13.6K +53 +3%
CG
987
Colony Group
Massachusetts
$383K +$103K +400 +33%
WB
988
WesBanco Bank
West Virginia
$383K +$184K +715 +81%
SFG
989
Sovereign Financial Group
Connecticut
$380K +$407K +1,586 New
BMC
990
Beaton Management Company
Massachusetts
$378K +$6.42K +25 +2%
CPC
991
Cookson Peirce & Co
Pennsylvania
$377K -$103K -400 -20%
HCMG
992
Howard Capital Management Group
California
$374K +$14.9K +58 +4%
FHC
993
First Heartland Consultants
Missouri
$371K -$63.2K -246 -14%
MWA
994
Moser Wealth Advisors
Washington
$371K +$307K +1,196 +341%
ARG
995
Advisory Resource Group
Oklahoma
$370K +$4.88K +19 +1%
QCG
996
Quadrant Capital Group
Ohio
$370K +$42.4K +165 +12%
IA
997
IFG Advisory
Georgia
$370K +$75.3K +293 +23%
SLWA
998
San Luis Wealth Advisors
California
$362K +$387K +1,508 New
CAN
999
Claraphi Advisory Network
United States
$360K -$407K -1,585 -51%
FSC
1000
Full Sail Capital
Oklahoma
$360K – – –
38 39
40
41 42