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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
1051
Glassman Wealth Services
Virginia
$205K +$44.7K +229 +32%
DCM
1052
Donaldson Capital Management
Indiana
$205K +$184K +943 New
ARG
1053
Advisory Resource Group
Oklahoma
$204K +$183K +939 New
GIM
1054
Grassi Investment Management
California
$203K +$182K +931 New
RPWA
1055
Regent Peak Wealth Advisors
Georgia
$203K +$182K +933 New
WPW
1056
Waldron Private Wealth
Pennsylvania
$203K +$183K +937 New
GRP
1057
Global Retirement Partners
California
$201K +$65.2K +334 +57%
CRI
1058
Colonial River Investments
Virginia
$201K +$152K +779 New
WP
1059
WealthSource Partners
California
$200K -$137K -700 -43%
MF
1060
Manchester Financial
California
$198K -$17.6K -90 -9%
CAL
1061
Capital Advisors Ltd
Ohio
$196K – – –
MAWCM
1062
Mine & Arao Wealth Creation & Management
California
$196K – – –
HPC
1063
HM Payson & Co
Maine
$190K -$12.9K -66 -7%
RWM
1064
Ritholtz Wealth Management
New York
$190K +$170K +874 New
LWCFA
1065
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$180K – – –
PCM
1066
Penserra Capital Management
California
$173K -$313K -1,603 -67%
LGA
1067
Lebenthal Global Advisors
New York
$167K +$150K +769 New
CFGS
1068
Concourse Financial Group Securities
Alabama
$157K +$22K +113 +19%
CQS
1069
Credential Qtrade Securities
$154K -$8.19K -42 -6%
CMBA
1070
C.M. Bidwell & Associates
Hawaii
$153K -$1.36K -7 -1%
AP
1071
Atwood & Palmer
Missouri
$152K – – –
ECM
1072
EMC Capital Management
Texas
$152K +$137K +700 New
PMFA
1073
Plante Moran Financial Advisors
Michigan
$152K +$137K +700 New
SBSB
1074
Sullivan, Bruyette, Speros & Blaney
Virginia
$152K +$137K +700 New
FHA
1075
First Horizon Advisors
Tennessee
$148K +$62.8K +322 +90%
41 42
43
44 45