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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
1076
Waters Parkerson & Co
Louisiana
$268K +$255K +1,100 New
MGIM
1077
M&G Investment Management
United Kingdom
$267K +$32.2K +139 +15%
KCM
1078
Karp Capital Management
California
$266K – – –
SIA
1079
SkyView Investment Advisors
New Jersey
$263K – – –
SRC
1080
Sage Rhino Capital
California
$263K +$1.62K +7 +0.7%
OPW
1081
Oxler Private Wealth
New York
$262K – – –
LFF
1082
Level Four Financial
Texas
$260K -$232K -1,001 -48%
EWM
1083
Evercore Wealth Management
New York
$260K -$3.71K -16 -1%
WPW
1084
Waldron Private Wealth
Pennsylvania
$260K +$3.94K +17 +2%
AWM
1085
Accurate Wealth Management
Florida
$259K +$246K +1,062 New
CA
1086
Centerpoint Advisors
Massachusetts
$258K +$5.8K +25 +2%
TC
1087
TownSquare Capital
Utah
$256K +$241K +1,037 New
MWM
1088
Mission Wealth Management
California
$255K -$25.5K -110 -9%
CAG
1089
Crestwood Advisors Group
Massachusetts
$255K +$16.7K +72 +7%
EFS
1090
Essex Financial Services
Connecticut
$254K – – –
OWA
1091
Outlook Wealth Advisors
Texas
$254K +$241K +1,040 New
CC
1092
Cipher Capital
New York
$253K +$241K +1,038 New
FMBTD
1093
First Midwest Bank Trust Division
Illinois
$252K -$92.8K -400 -28%
CL
1094
CPWM LLC
Washington
$252K -$73.3K -316 -23%
FMN
1095
Financial Management Network
California
$252K – – –
PCP
1096
Proficio Capital Partners
Massachusetts
$252K +$4.41K +19 +2%
SOW
1097
State of Wyoming
Wyoming
$252K +$83K +358 +53%
ISL
1098
Ingalls & Snyder LLC
New York
$252K +$239K +1,032 New
SW
1099
SkyOak Wealth
Michigan
$251K – – –
AWM
1100
Atticus Wealth Management
Florida
$250K -$5.57K -24 -2%
42 43
44
45 46