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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
MAFA
976
MJT & Associates Financial Advisory
Minnesota
$707 +$970 +13 New
PS
977
PayPay Securities
Japan
$628 – – –
CMBA
978
C.M. Bidwell & Associates
Hawaii
$598 -$2.24K -30 -73%
LWCFA
979
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$557 – – –
PWMG
980
Private Wealth Management Group
New Jersey
$544 – – –
BCH
981
Berkshire Capital Holdings
California
$543 – – –
PW
982
Pandora Wealth
Illinois
$543 +$746 +10 New
HHGA
983
Halbert Hargrove Global Advisors
California
$488 +$672 +9 New
BMC
984
Bear Mountain Capital
Washington
$476 -$149 -2 -20%
TFM
985
TFC Financial Management
Massachusetts
$435 – – –
TIM
986
Thompson Investment Management
Wisconsin
$435 – – –
PWM
987
Parkworth Wealth Management
California
$435 +$149 +2 +33%
AWM
988
Atticus Wealth Management
Florida
$381 – – –
BHWM
989
Bay Harbor Wealth Management
Maryland
$380 +$523 +7 New
PMIM
990
Prudent Man Investment Management
Colorado
$340 – – –
IWM
991
IMG Wealth Management
Florida
$326 – – –
VWM
992
Vermillion Wealth Management
Minnesota
$326 – – –
DWM
993
Dogwood Wealth Management
Kansas
$326 +$448 +6 New
AWM
994
Abound Wealth Management
Tennessee
$284 -$149 -2 -29%
WCM
995
WealthTrak Capital Management
Virginia
$272 -$746 -10 -67%
DFA
996
DHJJ Financial Advisors
Illinois
$272 – – –
PCFFS
997
Pacific Center for Financial Services
California
$272 – – –
TVWM
998
Tower View Wealth Management
Wisconsin
$272 – – –
Q1WB
999
Quest 10 Wealth Builders
Virginia
$262 +$373 +5 New
PWA
1000
Principia Wealth Advisory
Texas
$224 -$597 -8 -67%
38 39
40
41 42