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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1001
Monument Capital Management
Virginia
$279K +$287K +1,227 New
FFG
1002
Frisch Financial Group
New York
$278K +$287K +1,225 New
BPA
1003
Beacon Pointe Advisors
California
$277K -$9.12K -39 -3%
NFG
1004
Norris Financial Group
South Carolina
$277K +$285K +1,219 New
ODG
1005
O'Dell Group
Ohio
$275K -$4.21K -18 -1%
CIA
1006
Capital Investment Advisors
Georgia
$275K +$32.5K +139 +13%
IA
1007
IFG Advisory
Georgia
$273K -$11.2K -48 -4%
BTW
1008
Boston Trust Walden
Massachusetts
$272K – – –
PWM
1009
PRW Wealth Management
Massachusetts
$272K +$280K +1,198 New
RPC
1010
Rossmore Private Capital
Connecticut
$272K +$280K +1,198 New
SFA
1011
Sequoia Financial Advisors
Ohio
$271K +$11.5K +49 +4%
CFA
1012
Camarda Financial Advisors
Florida
$271K +$280K +1,195 New
QCG
1013
Quadrant Capital Group
Ohio
$270K +$56.8K +243 +26%
RCAG
1014
Rehmann Capital Advisory Group
Michigan
$269K +$14.7K +63 +6%
AG
1015
AlphaSimPlex Group
Massachusetts
$267K +$275K +1,174 New
AIM
1016
Anchor Investment Management
South Carolina
$266K +$169K +722 +160%
GAMA
1017
Graticule Asia Macro Advisors
New York
$266K +$274K +1,170 New
IIC
1018
Ironwood Investment Counsel
Arizona
$264K -$64.3K -275 -19%
CFD
1019
Creative Financial Designs
Indiana
$264K -$26.2K -112 -9%
RFC
1020
Regions Financial Corp
Alabama
$264K -$25K -107 -8%
AP
1021
Americana Partners
Texas
$264K +$22.9K +98 +9%
ARG
1022
Advisory Resource Group
Oklahoma
$264K +$52.2K +223 +24%
MWM
1023
Mission Wealth Management
California
$263K -$62.5K -267 -19%
SIA
1024
SkyView Investment Advisors
New Jersey
$263K – – –
SW
1025
SkyOak Wealth
Michigan
$261K -$468 -2 -0.2%
39 40
41
42 43