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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
1001
Fort Point Capital Partners
California
$201K -$42.3K -349 -19%
FHC
1002
First Heartland Consultants
Missouri
$200K -$5.33K -44 -3%
PGFC
1003
Peapack-Gladstone Financial Corp
New Jersey
$200K -$4.24K -35 -2%
ODG
1004
O'Dell Group
Ohio
$179K +$13.4K +111 +9%
BWA
1005
BDO Wealth Advisors
Florida
$177K +$127K +1,048 +403%
KPCM
1006
Kings Point Capital Management
New York
$176K – – –
FFA
1007
Fairfield Financial Advisors
Massachusetts
$168K +$150K +1,241 New
WT
1008
Washington Trust
Rhode Island
$165K +$121 +1 +0.1%
HWA
1009
HHM Wealth Advisors
Tennessee
$160K +$4.12K +34 +3%
SSB
1010
Sandy Spring Bank
Maryland
$159K +$35.5K +293 +33%
LFG
1011
Larson Financial Group
Missouri
$157K +$40.3K +333 +40%
IBOK
1012
Independence Bank of Kentucky
Kentucky
$156K +$116K +955 +490%
PA
1013
PSI Advisors
Florida
$153K +$15.7K +130 +13%
RE
1014
RBC Europe
United Kingdom
$150K – – –
CAGAS
1015
Capital Advisory Group Advisory Services
Minnesota
$145K +$130K +1,072 New
HNB
1016
Huntington National Bank
Ohio
$143K +$22.9K +189 +22%
ANBT
1017
American National Bank & Trust
Texas
$138K -$29.4K -243 -19%
MAWCM
1018
Mine & Arao Wealth Creation & Management
California
$137K – – –
CA
1019
Crewe Advisors
Utah
$136K – – –
MBFW
1020
Morton Brown Family Wealth
Pennsylvania
$136K – – –
TWM
1021
Tradition Wealth Management
Minnesota
$132K -$58.6K -484 -33%
CT
1022
Cambridge Trust
Massachusetts
$131K -$22.9K -189 -16%
GWS
1023
Glassman Wealth Services
Virginia
$131K +$2.3K +19 +2%
MRCM
1024
M&R Capital Management
New Jersey
$122K -$427K -3,523 -80%
CAL
1025
Capital Advisors Ltd
Ohio
$122K -$726 -6 -0.7%
39 40
41
42 43