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Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
OPW
1051
Oxler Private Wealth
New York
$244K – – –
GA
1052
Gateway Advisory
New Jersey
$244K +$1.64K +7 +0.7%
RWA
1053
Ropes Wealth Advisors
Massachusetts
$244K +$20.6K +88 +9%
SRC
1054
Sage Rhino Capital
California
$244K +$251K +1,073 New
IIA
1055
IPG Investment Advisors
California
$244K -$13.3K -57 -5%
GLA
1056
Good Life Advisors
Pennsylvania
$243K -$22.5K -96 -8%
RG
1057
Rikoon Group
New Mexico
$241K -$468 -2 -0.2%
KF
1058
Krilogy Financial
Missouri
$240K +$18.7K +80 +8%
BSW
1059
Buckingham Strategic Wealth
Missouri
$240K +$247K +1,058 New
BWP
1060
BSW Wealth Partners
Colorado
$240K +$248K +1,059 New
WDC
1061
Woodward Diversified Capital
California
$239K -$468 -2 -0.2%
WPW
1062
Waldron Private Wealth
Pennsylvania
$239K +$27.1K +116 +12%
LPARFS
1063
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$238K -$1.34M -5,718 -84%
AWM
1064
Atticus Wealth Management
Florida
$238K -$9.82K -42 -4%
SFO
1065
Stokes Family Office
Louisiana
$238K +$2.81K +12 +1%
PP
1066
Patten & Patten
Tennessee
$237K – – –
HWA
1067
HHM Wealth Advisors
Tennessee
$236K -$48K -205 -16%
CA
1068
Centerpoint Advisors
Massachusetts
$235K +$117K +500 +93%
WT
1069
Washington Trust
Rhode Island
$232K – – –
PCP
1070
Proficio Capital Partners
Massachusetts
$231K +$238K +1,016 New
HIP
1071
HUB Investment Partners
Texas
$229K +$236K +1,009 New
RPWA
1072
Regent Peak Wealth Advisors
Georgia
$228K +$17.1K +73 +8%
FPCP
1073
Fort Point Capital Partners
California
$227K -$246K -1,050 -51%
CA
1074
Crewe Advisors
Utah
$227K -$11.7K -50 -5%
ANBT
1075
American National Bank & Trust
Texas
$227K – – –
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