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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CJ
976
Caitlin John
Michigan
$17K +$16.4K +200 New
CWM
977
Crowley Wealth Management
Delaware
$17K +$16.4K +200 New
MCM
978
MV Capital Management
Maryland
$16.9K +$3.53K +43 +28%
KFI
979
Key Financial Inc
Pennsylvania
$16.4K – – –
CSWM
980
Cassady Schiller Wealth Management
Ohio
$16.3K +$2.3K +28 +17%
GXJ
981
Global X Japan
Japan
$16.1K -$10K -122 -39%
AFG
982
Albion Financial Group
Utah
$15.7K – – –
S
983
Sachetta
Massachusetts
$15.2K – – –
SWA
984
SOA Wealth Advisors
New York
$15.2K +$14.3K +174 +3,480%
GWSA
985
Global Wealth Strategies & Associates
Colorado
$15K +$7.22K +88 +100%
JWA
986
JFS Wealth Advisors
Pennsylvania
$14.4K +$3.86K +47 +38%
BLC
987
Brown, Lisle/Cummings
Rhode Island
$14.4K -$3.28K -40 -19%
ADL
988
Asset Dedication LLC
California
$14.1K +$6.56K +80 +93%
BCPWM
989
Bradley & Co Private Wealth Management
Florida
$14.1K +$13.6K +166 New
VWM
990
Valley Wealth Managers
New Jersey
$14K – – –
NECFA
991
New England Capital Financial Advisors
Connecticut
$13.8K – – –
FIA
992
FPC Investment Advisory
California
$13.6K -$201K -2,450 -94%
RWM
993
Rialto Wealth Management
New York
$13.5K +$13K +159 New
VFM
994
Vision Financial Markets
Connecticut
$13.5K +$13K +159 New
LG
995
LAM Group
Oregon
$13.3K – – –
FFA
996
Fairfield Financial Advisors
Massachusetts
$12.7K – – –
GC
997
Gould Capital
Washington
$12.7K – – –
PP
998
PFS Partners
New Jersey
$12.7K – – –
LDB
999
Lee, Danner & Bass
Tennessee
$12.7K +$12.3K +150 New
ACM
1000
Aster Capital Management
United Arab Emirates
$12.7K +$12.2K +149 New
38 39
40
41 42