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Block Inc
XYZ

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