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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1026
Lindbrook Capital
California
$309K -$26K -112 -8%
GLA
1027
Good Life Advisors
Pennsylvania
$308K +$45.2K +195 +18%
ANBT
1028
American National Bank & Trust
Texas
$308K +$60.8K +262 +26%
RF
1029
Rollins Financial
Georgia
$307K +$292K +1,259 New
AP
1030
Americana Partners
Texas
$306K +$21.1K +91 +8%
BWP
1031
BSW Wealth Partners
Colorado
$306K +$45.7K +197 +19%
DHFB
1032
Dixon Hubard Feinour & Brown
Virginia
$305K – – –
IA
1033
IFG Advisory
Georgia
$304K +$10.4K +45 +4%
TCA
1034
Transcend Capital Advisors
New Jersey
$302K -$79.1K -341 -22%
CWP
1035
Concord Wealth Partners
Virginia
$299K +$23.7K +102 +9%
JCM
1036
Jacobi Capital Management
Pennsylvania
$298K -$45.7K -197 -14%
KF
1037
Krilogy Financial
Missouri
$298K +$38.3K +165 +16%
GP
1038
Girard Partners
Pennsylvania
$297K -$46.4K -200 -14%
RFC
1039
Regions Financial Corp
Alabama
$296K +$11.6K +50 +4%
CCM
1040
CAAS Capital Management
New York
$295K +$280K +1,208 New
OCPWS
1041
One Charles Private Wealth Services
Massachusetts
$294K +$279K +1,205 New
BTW
1042
Boston Trust Walden
Massachusetts
$293K – – –
CG
1043
Colony Group
Massachusetts
$292K -$60.3K -260 -18%
ODG
1044
O'Dell Group
Ohio
$291K -$4.64K -20 -2%
AWE
1045
Avidian Wealth Enterprises
Texas
$290K +$44.1K +190 +19%
AIM
1046
Anchor Investment Management
South Carolina
$290K +$3.94K +17 +1%
TCM
1047
Tuttle Capital Management
Connecticut
$286K -$21.6K -93 -7%
LOAMU
1048
Lombard Odier Asset Management (USA)
New York
$284K -$180K -776 -40%
GLA
1049
Great Lakes Advisors
Illinois
$284K -$14.8K -64 -5%
SFO
1050
Stokes Family Office
Louisiana
$284K +$27.4K +118 +11%
40 41
42
43 44