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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
976
Oder Investment Management
California
$302K -$32.3K -149 -7%
SC
977
Sierra Capital
Florida
$300K +$154K +710 +62%
BL
978
Bleichroeder LP
New York
$299K +$401K +1,850 New
EI
979
Ellevest Inc
New York
$298K -$40.3K -186 -9%
BJL
980
Brighton Jones LLC
Washington
$297K -$309K -1,427 -44%
FPCP
981
Fort Point Capital Partners
California
$296K +$180K +831 +83%
AC
982
Apogem Capital
New York
$296K +$397K +1,832 New
AIM
983
Acropolis Investment Management
Missouri
$292K +$5.85K +27 +2%
HIIFS
984
Harel Insurance Investments & Financial Services
Israel
$292K +$232K +1,071 +153%
ACM
985
Advisors Capital Management
New Jersey
$290K +$21.7K +100 +6%
SVWAG
986
Sound View Wealth Advisors Group
Georgia
$290K +$28.6K +132 +8%
MWA
987
Moser Wealth Advisors
Washington
$290K +$54.2K +250 +16%
IC
988
Intersect Capital
California
$289K -$172K -792 -31%
SC
989
Solstein Capital
California
$287K -$90.1K -416 -19%
IWA
990
IVC Wealth Advisors
Pennsylvania
$287K +$63.9K +295 +20%
PCG
991
Private Capital Group
Connecticut
$285K -$31.6K -146 -8%
GT
992
Greenleaf Trust
Michigan
$284K -$29.3K -135 -7%
CS
993
Comerica Securities
Michigan
$284K +$15.2K +70 +4%
LI
994
LVZ Inc
Michigan
$284K +$32.5K +150 +9%
CG
995
Colony Group
Massachusetts
$284K +$35.1K +162 +10%
PWMG
996
Prestige Wealth Management Group
New Jersey
$284K +$141K +649 +58%
CCG
997
Chatham Capital Group
Georgia
$283K – – –
FP
998
Financial Perspectives
Minnesota
$282K -$6.5K -30 -2%
DFC
999
DB Fitzpatrick & Co
Idaho
$282K +$378K +1,745 New
EWA
1000
Encompass Wealth Advisors
Oregon
$280K +$24.9K +115 +7%
38 39
40
41 42