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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1001
Colonial Trust
South Carolina
$2.86K – – –
BAM
1002
Bellevue Asset Management
Washington
$2.74K – – –
PWA
1003
Principia Wealth Advisory
Texas
$2.74K +$281 +4 +13%
SC
1004
Swan Capital
Florida
$2.66K -$5.34K -76 -68%
CIA
1005
Cape Investment Advisory
Georgia
$2.58K +$2.39K +34 New
SGK
1006
Steigerwald Gordon & Koch
Virginia
$2.51K – – –
GJIA
1007
Glass Jacobson Investment Advisors
Maryland
$2.28K – – –
GPFA
1008
Game Plan Financial Advisors
Ohio
$2.28K +$2.11K +30 New
GP
1009
Guardian Partners
Canada
$2.28K +$2.11K +30 New
WPA
1010
West Paces Advisors
Georgia
$2.28K +$2.11K +30 New
MIM
1011
Manitou Investment Management
Ontario, Canada
$2.2K – – –
TC
1012
Tacita Capital
Ontario, Canada
$2.13K – – –
UFPG
1013
United Financial Planning Group
New York
$2.13K – – –
ACA
1014
American Capital Advisory
Idaho
$2.13K +$492 +7 +33%
HIA
1015
HFM Investment Advisors
New Jersey
$2.13K +$914 +13 +87%
MIM
1016
Marshall Investment Management
Colorado
$2.13K +$1.97K +28 New
API
1017
Asset Planning Inc
California
$2.05K -$14.1K -200 -88%
1CP
1018
1015 Capital Partners
Pennsylvania
$2.05K +$141 +2 +8%
TFM
1019
TFC Financial Management
Massachusetts
$1.98K +$1.05K +15 +136%
PS
1020
Planning Strategies
Pennsylvania
$1.98K +$1.83K +26 New
CFS
1021
CGC Financial Services
Oregon
$1.9K – – –
IA
1022
IFS Advisors
Kansas
$1.9K – – –
JGIA
1023
Jackson Grant Investment Advisers
Connecticut
$1.9K +$1.76K +25 New
PGAM
1024
Princeton Global Asset Management
New Jersey
$1.9K +$1.76K +25 New
WA
1025
WPG Advisers
Maryland
$1.82K – – –
39 40
41
42 43