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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AHC
1051
Adell Harriman & Carpenter
Texas
$241K -$118K -544 -27%
MAG
1052
MRA Advisory Group
New Jersey
$240K – – –
IC
1053
Iconiq Capital
California
$240K +$133K +612 +70%
JCM
1054
Jacobi Capital Management
Pennsylvania
$239K +$57.9K +267 +22%
SW
1055
StrongBox Wealth
Missouri
$239K +$321K +1,480 New
CA
1056
Calton & Associates
Florida
$238K -$129K -597 -29%
IAG
1057
Investmark Advisory Group
Connecticut
$238K +$320K +1,477 New
CPIA
1058
Cornell Pochily Investment Advisors
New York
$237K – – –
PGFC
1059
Peapack-Gladstone Financial Corp
New Jersey
$237K +$2.17K +10 +0.7%
CWA
1060
Capital Wealth Alliance
Arizona
$236K -$305K -1,409 -49%
TWM
1061
Tradition Wealth Management
Minnesota
$236K -$43.1K -199 -12%
ATC
1062
Argent Trust Co
Tennessee
$236K +$317K +1,462 New
IAP
1063
Indie Asset Partners
Indiana
$235K -$5.42K -25 -2%
NCP
1064
NexWave Capital Partners
New York
$235K +$315K +1,454 New
KP
1065
Keel Point
Alabama
$234K -$6.72K -31 -2%
WTC
1066
WhitTier Trust Company
Nevada
$234K – – –
RCA
1067
Ranch Capital Advisors
Florida
$234K +$6.07K +28 +2%
4WM
1068
4J Wealth Management
Virginia
$234K +$10.2K +47 +3%
HPC
1069
HM Payson & Co
Maine
$234K +$81K +374 +35%
NL
1070
NWAM LLC
Washington
$232K +$17.1K +79 +6%
KF
1071
Krilogy Financial
Missouri
$230K -$51.1K -236 -14%
HFM
1072
Harvest Fund Management
China
$229K -$338K -1,562 -53%
AWM
1073
Accurate Wealth Management
Florida
$228K -$1.52K -7 -0.6%
ES
1074
Eagle Strategies
New York
$226K +$303K +1,400 New
MTIM
1075
Marathon Trading Investment Management
Pennsylvania
$226K +$303K +1,400 New
41 42
43
44 45