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Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
1051
Quadrant Capital Group
Ohio
$206K +$11.5K +59 +7%
GWS
1052
Glassman Wealth Services
Virginia
$205K +$44.7K +229 +32%
DCM
1053
Donaldson Capital Management
Indiana
$205K +$184K +943 New
ARG
1054
Advisory Resource Group
Oklahoma
$204K +$183K +939 New
GIM
1055
Grassi Investment Management
California
$203K +$182K +931 New
RPWA
1056
Regent Peak Wealth Advisors
Georgia
$203K +$182K +933 New
WPW
1057
Waldron Private Wealth
Pennsylvania
$203K +$183K +937 New
GRP
1058
Global Retirement Partners
California
$201K +$65.2K +334 +57%
CRI
1059
Colonial River Investments
Virginia
$201K +$152K +779 New
WP
1060
WealthSource Partners
California
$200K -$137K -700 -43%
MF
1061
Manchester Financial
California
$198K -$17.6K -90 -9%
CAL
1062
Capital Advisors Ltd
Ohio
$196K – – –
MAWCM
1063
Mine & Arao Wealth Creation & Management
California
$196K – – –
HPC
1064
HM Payson & Co
Maine
$190K -$12.9K -66 -7%
RWM
1065
Ritholtz Wealth Management
New York
$190K +$170K +874 New
LWCFA
1066
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$180K – – –
PCM
1067
Penserra Capital Management
California
$173K -$313K -1,603 -67%
LGA
1068
Lebenthal Global Advisors
New York
$167K +$150K +769 New
CFGS
1069
Concourse Financial Group Securities
Alabama
$157K +$22K +113 +19%
CQS
1070
Credential Qtrade Securities
$154K -$8.19K -42 -6%
CMBA
1071
C.M. Bidwell & Associates
Hawaii
$153K -$1.36K -7 -1%
AP
1072
Atwood & Palmer
Missouri
$152K – – –
ECM
1073
EMC Capital Management
Texas
$152K +$137K +700 New
PMFA
1074
Plante Moran Financial Advisors
Michigan
$152K +$137K +700 New
SBSB
1075
Sullivan, Bruyette, Speros & Blaney
Virginia
$152K +$137K +700 New
41 42
43
44 45