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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1026
Ropes Wealth Advisors
Massachusetts
$256K -$11.1K -51 -3%
GC
1027
Garde Capital
Washington
$255K +$39K +180 +13%
VWM
1028
Vigilare Wealth Management
Arizona
$255K +$342K +1,577 New
BMC
1029
Beaton Management Company
Massachusetts
$254K – – –
B
1030
Barings
North Carolina
$253K -$47.7K -220 -12%
HCMG
1031
Howard Capital Management Group
California
$252K – – –
HAS
1032
HBW Advisory Services
California
$252K +$127K +588 +61%
ZB
1033
Zions Bancorporation
Utah
$251K -$38.8K -179 -10%
SLI
1034
Sumitomo Life Insurance
Japan
$251K +$337K +1,555 New
RWB
1035
RMR Wealth Builders
New Jersey
$249K -$505K -2,331 -60%
PWMG
1036
Pinnacle Wealth Management Group
Michigan
$249K -$92.1K -425 -22%
CL
1037
CPWM LLC
Washington
$248K – – –
DHFB
1038
Dixon Hubard Feinour & Brown
Virginia
$248K +$27.1K +125 +9%
PA
1039
PFG Advisors
Arizona
$248K +$51.4K +237 +18%
HA
1040
HYA Advisors
Missouri
$248K +$333K +1,535 New
AW
1041
ACG Wealth
Georgia
$246K -$139K -643 -30%
FHC
1042
First Heartland Consultants
Missouri
$246K -$4.33K -20 -1%
BCA
1043
Biltmore Capital Advisors
New Jersey
$246K +$31.9K +147 +11%
MPM
1044
MBB Public Markets
Illinois
$245K +$329K +1,516 New
MLL
1045
Moody Lynn & Lieberson
Massachusetts
$243K -$5.78M -26,680 -95%
AWE
1046
Avidian Wealth Enterprises
Texas
$243K +$43.1K +199 +15%
PAM
1047
Paradigm Asset Management
New York
$242K -$65K -300 -17%
EWG
1048
Executive Wealth Group
Washington
$242K – – –
MMPW
1049
Mitchell McLeod Pugh & Williams
Alabama
$242K – – –
HR
1050
Hayden Royal
North Carolina
$241K +$8.02K +37 +3%
40 41
42
43 44