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Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1026
Adero Partners
California
$340K – – –
DHFB
1027
Dixon Hubard Feinour & Brown
Virginia
$339K +$41.9K +163 +13%
PCM
1028
Penserra Capital Management
California
$337K -$2.51M -9,766 -87%
SM
1029
Sciencast Management
New Jersey
$336K -$609K -2,372 -63%
AFA
1030
Arlington Financial Advisors
California
$336K – – –
4WM
1031
4J Wealth Management
Virginia
$336K +$12.8K +50 +4%
GC
1032
Garde Capital
Washington
$336K +$15.2K +59 +4%
HNB
1033
Huntington National Bank
Ohio
$336K +$22.6K +88 +7%
RP
1034
Rice Partnership
Hawaii
$334K +$8.73K +34 +3%
NC
1035
NovaPoint Capital
Georgia
$334K +$9.5K +37 +3%
LFF
1036
Level Four Financial
Texas
$334K +$84K +327 +31%
HCM
1037
Hollencrest Capital Management
California
$333K -$270K -1,052 -43%
BWFA
1038
Baltimore-Washington Financial Advisors
Maryland
$331K +$355K +1,382 New
BCA
1039
Biltmore Capital Advisors
New Jersey
$330K +$133K +516 +60%
CAM
1040
Claret Asset Management
Quebec, Canada
$326K -$62.7K -244 -15%
NL
1041
NWAM LLC
Washington
$326K +$14.1K +55 +4%
BWP
1042
BSW Wealth Partners
Colorado
$323K +$23.4K +91 +7%
TCA
1043
Transcend Capital Advisors
New Jersey
$322K -$4.62K -18 -1%
DC
1044
DeDora Capital
California
$321K +$343K +1,337 New
AIM
1045
Anchor Investment Management
South Carolina
$320K +$37.8K +147 +12%
SWA
1046
SFMG Wealth Advisors
Texas
$320K +$52.7K +205 +18%
LRPA
1047
L. Roy Papp & Associates
Arizona
$317K – – –
SFO
1048
Stokes Family Office
Louisiana
$317K +$40.3K +157 +13%
KPCM
1049
Kings Point Capital Management
New York
$316K -$771 -3 -0.2%
AWE
1050
Avidian Wealth Enterprises
Texas
$313K +$29.5K +115 +10%
40 41
42
43 44