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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1001
Evolution Wealth Advisors
Florida
$279K -$68.7K -317 -16%
PGIM
1002
Pacific Global Investment Management
California
$279K -$10.8K -50 -3%
SSWM
1003
Sheets Smith Wealth Management
North Carolina
$278K -$257K -1,187 -41%
CCA
1004
Checchi Capital Advisers
California
$278K -$55.9K -258 -13%
VAG
1005
VisionPoint Advisory Group
Texas
$278K +$554K +2,556 New
CIA
1006
Capital Investment Advisors
Georgia
$273K -$7.8K -36 -2%
CCMG
1007
Clark Capital Management Group
Pennsylvania
$270K -$5.63K -26 -2%
JAG
1008
Journey Advisory Group
Kentucky
$270K +$362K +1,669 New
AFS
1009
AFG Fiduciary Services
Massachusetts
$269K +$360K +1,663 New
SIC
1010
SFE Investment Counsel
California
$268K +$10.8K +50 +3%
ZIG
1011
Zuckerman Investment Group
Illinois
$267K – – –
MIC
1012
Means Investment Company
Maine
$265K -$78.4K -362 -18%
AF
1013
Arrow Financial
New York
$265K +$120K +552 +51%
NFG
1014
Nations Financial Group
Iowa
$263K -$250K -1,155 -41%
CAAS
1015
Capital Asset Advisory Services
Michigan
$263K -$95.1K -439 -21%
BTWM
1016
Baker Tilly Wealth Management
Wisconsin
$263K -$93.8K -433 -21%
HGERS
1017
Householder Group Estate & Retirement Specialist
Arizona
$263K +$352K +1,626 New
BFS
1018
Bradley Foster & Sargent
Connecticut
$263K +$353K +1,628 New
HI
1019
Hudock Inc
Pennsylvania
$261K -$28.8K -133 -8%
PNAA
1020
Pictet North America Advisors
Switzerland
$260K – – –
PRC
1021
Pearl River Capital
Michigan
$260K +$349K +1,611 New
MCM
1022
Mendel Capital Management
Arkansas
$260K +$349K +1,612 New
OTL
1023
Oak Thistle LLC
New York
$259K +$348K +1,604 New
LFM
1024
LGT Fund Management
Liechtenstein
$258K +$347K +1,600 New
BZWA
1025
Blue Zone Wealth Advisors
California
$257K -$42.5K -196 -11%
39 40
41
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