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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1051
SVB Wealth
Massachusetts
$313K +$74.7K +291 +29%
PA
1052
PFG Advisors
Arizona
$312K -$2.06K -8 -0.6%
SFWA
1053
Summit Financial Wealth Advisors
Louisiana
$312K – – –
LC
1054
Lindbrook Capital
California
$310K +$6.68K +26 +2%
JC
1055
JB Capital
Connecticut
$305K +$326K +1,271 New
ANTB
1056
AMG National Trust Bank
Colorado
$303K -$18.2K -71 -5%
ANBT
1057
American National Bank & Trust
Texas
$303K – – –
DJYG
1058
David J. Yvars Group
Florida
$302K +$28.3K +110 +10%
AF
1059
Allworth Financial
California
$302K +$173K +672 +114%
JHCP
1060
Jackson Hole Capital Partners
Oklahoma
$302K +$324K +1,260 New
RPGK
1061
Retirement Planning Group (Kansas)
Kansas
$302K +$324K +1,261 New
CCFM
1062
Clear Creek Financial Management
Washington
$295K -$14.1K -55 -4%
FHA
1063
First Horizon Advisors
Tennessee
$294K -$53.7K -209 -15%
JCM
1064
Jacobi Capital Management
Pennsylvania
$291K -$2.06K -8 -0.7%
SAM
1065
Simplify Asset Management
Nevada
$289K -$107K -417 -26%
OCPWS
1066
One Charles Private Wealth Services
Massachusetts
$289K – – –
GLA
1067
Good Life Advisors
Pennsylvania
$288K -$16.4K -64 -5%
BTW
1068
Boston Trust Walden
Massachusetts
$288K – – –
BU
1069
BBVA USA
Alabama
$287K -$238K -927 -44%
ODG
1070
O'Dell Group
Ohio
$286K – – –
IGGA
1071
Iron Gate Global Advisors
Utah
$286K +$94.3K +367 +45%
BWA
1072
Bordeaux Wealth Advisors
California
$283K -$48.3K -188 -14%
NIM
1073
NuWave Investment Management
New Jersey
$282K +$295K +1,148 +3,959%
HIP
1074
HUB Investment Partners
Texas
$278K +$3.6K +14 +1%
MGIM
1075
M&G Investment Management
United Kingdom
$278K +$16.2K +63 +6%
41 42
43
44 45