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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SIMG
1026
Stephens Investment Management Group
Texas
$116K – – –
HFM
1027
Harvest Fund Management
China
$113K -$66.6K -550 -40%
HA
1028
Homestead Advisers
Virginia
$113K +$44.6K +368 +79%
NWM
1029
Nauset Wealth Management
Connecticut
$111K +$99.3K +820 New
FFWM
1030
Future Financial Wealth Management
Ohio
$110K +$1.45K +12 +2%
CFD
1031
Creative Financial Designs
Indiana
$110K +$4.12K +34 +4%
EL
1032
EMFO LLC
Florida
$108K – – –
CWP
1033
Concord Wealth Partners
Virginia
$106K -$56.5K -467 -37%
CCM
1034
Covington Capital Management
California
$103K -$1.93M -15,971 -95%
WTA
1035
Washington Trust Advisors
Massachusetts
$102K -$16K -132 -15%
FAG
1036
Fortitude Advisory Group
Washington
$98K +$18K +149 +26%
OLVIG
1037
Oliver Lagore Vanvalin Investment Group
Michigan
$98K +$87K +719 New
HFS
1038
Hantz Financial Services
Michigan
$96K +$73.2K +605 +582%
MAM
1039
Meeder Asset Management
Ohio
$95K -$26.8K -221 -24%
AP
1040
Atwood & Palmer
Missouri
$95K – – –
ECM
1041
EMC Capital Management
Texas
$95K – – –
EC
1042
Elequin Capital
New York
$95K +$84.6K +699 New
TLCM
1043
Twin Lakes Capital Management
California
$92K – – –
EWM
1044
Endurance Wealth Management
Rhode Island
$89K +$72.6K +600 +1,000%
SC
1045
Stephens Consulting
Michigan
$88.1K -$30.3K -250 -28%
T
1046
TCWP
Ohio
$88K +$78.7K +650 New
BEI
1047
Benjamin Edwards Inc
Missouri
$84K +$16.2K +134 +28%
IFAM
1048
Institutional & Family Asset Management
Colorado
$81K – – –
HBW
1049
Hazlett, Burt & Watson
West Virginia
$81K +$72.2K +596 New
HWMA
1050
Heritage Wealth Management (Arizona)
Arizona
$79K +$70.9K +586 New
40 41
42
43 44