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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
ANBT
1026
American National Bank & Trust
Texas
$218K – – –
AWE
1027
Avidian Wealth Enterprises
Texas
$218K +$195K +1,000 New
BB
1028
Bell Bank
North Dakota
$218K +$195K +1,000 New
BB
1029
Busey Bank
Illinois
$218K +$195K +1,000 New
CCG
1030
Chatham Capital Group
Georgia
$218K +$195K +1,000 New
FNT
1031
First National Trust
Pennsylvania
$218K +$195K +1,000 New
WSCM
1032
Wellington Shields Capital Management
New York
$218K +$195K +1,000 New
ACM
1033
Advisors Capital Management
New Jersey
$218K +$196K +1,006 New
WAS
1034
Wealth Advisory Solutions
Indiana
$217K -$267K -1,368 -58%
CG
1035
Colony Group
Massachusetts
$217K +$195K +998 New
RSWM
1036
Robertson Stephens Wealth Management
California
$217K +$195K +1,000 New
FCH
1037
Freestone Capital Holdings
Washington
$215K +$50.5K +259 +35%
BWA
1038
Bordeaux Wealth Advisors
California
$214K +$191K +981 New
SW
1039
StrongBox Wealth
Missouri
$214K +$191K +981 New
CAG
1040
Crestwood Advisors Group
Massachusetts
$214K +$192K +982 New
KF
1041
Krilogy Financial
Missouri
$213K -$72.8K -373 -28%
FCM
1042
Firestone Capital Management
Florida
$211K -$20.7K -106 -10%
NL
1043
NWAM LLC
Washington
$211K +$189K +969 New
PA
1044
Pinnacle Associates
New York
$211K +$189K +971 New
FSA
1045
Franklin Street Advisors
North Carolina
$210K +$188K +965 New
PTP
1046
Platform Technology Partners
New York
$209K +$187K +959 New
WIA
1047
World Investment Advisors
California
$208K +$149K +763 New
JWM
1048
JGP Wealth Management
Oregon
$208K +$170K +874 New
MFG
1049
MidWestOne Financial Group
Iowa
$207K +$185K +950 New
QCG
1050
Quadrant Capital Group
Ohio
$206K +$11.5K +59 +7%
40 41
42
43 44