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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1026
Sierra Capital
Florida
$261K +$269K +1,150 New
IWA
1027
IVC Wealth Advisors
Pennsylvania
$259K +$266K +1,139 New
UFF
1028
USA Financial Formulas
Michigan
$256K +$264K +1,129 New
AA
1029
Apriem Advisors
California
$255K -$307K -1,311 -54%
FMN
1030
Financial Management Network
California
$255K +$245K +1,047 New
CWP
1031
Concord Wealth Partners
Virginia
$255K +$254K +1,085 +2,855%
AIC
1032
Ameritas Investment Company
Nebraska
$254K -$418K -1,785 -61%
EFS
1033
Essex Financial Services
Connecticut
$254K +$262K +1,118 New
NL
1034
Navalign LLC
California
$254K +$262K +1,119 New
AGM
1035
Alpine Global Management
New York
$253K +$261K +1,116 New
NL
1036
NWAM LLC
Washington
$252K +$33.2K +142 +15%
YIA
1037
YHB Investment Advisors
Connecticut
$252K +$230K +983 New
HAS
1038
HBW Advisory Services
California
$252K +$259K +1,108 New
YMRC
1039
Yorktown Management & Research Company
Virginia
$250K -$246K -1,050 -49%
HKAM
1040
Horizon Kinetics Asset Management
New York
$250K -$48K -205 -16%
QPWM
1041
Quadrant Private Wealth Management
Pennsylvania
$250K -$11.7K -50 -4%
XT
1042
XTX Topco
Cayman Islands
$249K +$256K +1,095 New
JGC
1043
J. Goldman & Co
New York
$249K +$257K +1,098 New
KCM
1044
Karp Capital Management
California
$247K -$152K -651 -37%
PA
1045
PFG Advisors
Arizona
$247K -$40.2K -172 -14%
PL
1046
Plancorp LLC
Missouri
$247K +$3.27K +14 +1%
RC
1047
RegentAtlantic Capital
New Jersey
$247K +$255K +1,090 New
SWA
1048
SFMG Wealth Advisors
Texas
$247K +$255K +1,090 New
EWM
1049
Evercore Wealth Management
New York
$246K -$32K -137 -11%
OPW
1050
Oxler Private Wealth
New York
$244K – – –
40 41
42
43 44