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Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1001
Ritholtz Wealth Management
New York
$345K +$1.85K +8 +0.6%
9WM
1002
9258 Wealth Management
Ohio
$345K +$2.32K +10 +0.7%
AFA
1003
Arlington Financial Advisors
California
$341K – – –
WMP
1004
Wealth Management Partners
Arizona
$340K +$44.1K +190 +16%
BP
1005
Ballentine Partners
Massachusetts
$338K -$22.5K -97 -7%
IWA
1006
IVC Wealth Advisors
Pennsylvania
$337K +$56.8K +245 +22%
QCG
1007
Quadrant Capital Group
Ohio
$336K +$43.4K +187 +16%
BWA
1008
Bordeaux Wealth Advisors
California
$334K +$90K +388 +40%
RP
1009
Rice Partnership
Hawaii
$332K +$11.6K +50 +4%
KP
1010
Keel Point
Alabama
$331K +$4.87K +21 +2%
4WM
1011
4J Wealth Management
Virginia
$330K – – –
NC
1012
NovaPoint Capital
Georgia
$330K +$15.1K +65 +5%
HL
1013
HeadInvest LLC
Maine
$328K -$1.16K -5 -0.4%
HPWA
1014
Hall Private Wealth Advisors
North Carolina
$328K +$312K +1,347 New
GC
1015
Garde Capital
Washington
$327K – – –
ANTB
1016
AMG National Trust Bank
Colorado
$325K -$46.4K -200 -13%
CIA
1017
Capital Investment Advisors
Georgia
$324K +$27.4K +118 +10%
EA
1018
Emerald Advisers
Pennsylvania
$324K +$308K +1,330 New
NL
1019
NKCFO LLC
Illinois
$324K +$308K +1,330 New
KPCM
1020
Kings Point Capital Management
New York
$322K +$1.62K +7 +0.5%
LRPA
1021
L. Roy Papp & Associates
Arizona
$322K +$306K +1,320 New
HNB
1022
Huntington National Bank
Ohio
$320K +$5.33K +23 +2%
PA
1023
PFG Advisors
Arizona
$319K +$50.6K +218 +20%
NL
1024
NWAM LLC
Washington
$318K +$44.8K +193 +17%
SFWA
1025
Summit Financial Wealth Advisors
Louisiana
$317K +$302K +1,300 New
39 40
41
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