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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1001
Martingale Asset Management
Massachusetts
$240K +$215K +1,101 New
AWM
1002
Atticus Wealth Management
Florida
$238K +$86.6K +444 +69%
BCA
1003
Berman Capital Advisors
Georgia
$237K +$45.6K +234 +27%
YWP
1004
YorkBridge Wealth Partners
New York
$237K +$213K +1,090 New
CSPIA
1005
Cary Street Partners Investment Advisory
Virginia
$236K +$89.3K +458 +73%
PL
1006
Plancorp LLC
Missouri
$234K +$210K +1,075 New
PAM
1007
Premier Asset Management
Illinois
$234K +$210K +1,075 New
CIA
1008
Capital Investment Advisors
Georgia
$233K -$76.3K -391 -27%
OPW
1009
Oxler Private Wealth
New York
$233K +$210K +1,075 New
GA
1010
Gateway Advisory
New Jersey
$232K +$208K +1,068 New
AP
1011
Americana Partners
Texas
$232K +$209K +1,069 New
RG
1012
Rikoon Group
New Mexico
$231K +$207K +1,062 New
WDC
1013
Woodward Diversified Capital
California
$230K +$206K +1,055 New
CA
1014
Crewe Advisors
Utah
$229K -$10.3K -53 -5%
KLCM
1015
KG&L Capital Management
Louisiana
$229K +$206K +1,054 New
LHC
1016
Little House Capital
Massachusetts
$228K -$58.7K -301 -22%
PP
1017
Patten & Patten
Tennessee
$227K +$204K +1,044 New
HCMT
1018
Highland Capital Management (Tennessee)
Tennessee
$227K +$204K +1,045 New
RI
1019
Ridgewood Investments
New Jersey
$226K – – –
SFO
1020
Stokes Family Office
Louisiana
$225K +$202K +1,036 New
OA
1021
Oxbow Advisors
Texas
$224K +$201K +1,030 New
SW
1022
SkyOak Wealth
Michigan
$224K +$201K +1,030 New
WT
1023
Washington Trust
Rhode Island
$222K -$9.75K -50 -5%
DIM
1024
DC Investments Management
Virginia
$221K +$198K +1,014 New
RWA
1025
Ropes Wealth Advisors
Massachusetts
$221K +$198K +1,016 New
39 40
41
42 43