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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
STA
1076
Summit Trail Advisors
New York
$278K +$48.3K +188 +19%
PFA
1077
Professional Financial Advisors
Nebraska
$278K +$298K +1,160 New
SAM
1078
Synergy Asset Management
Washington
$277K -$130K -507 -30%
PCP
1079
Proficio Capital Partners
Massachusetts
$277K +$30.8K +120 +12%
ABTD
1080
Arvest Bank Trust Division
Oklahoma
$276K – – –
SC
1081
Sierra Capital
Florida
$276K – – –
WDC
1082
Woodward Diversified Capital
California
$276K +$11.8K +46 +4%
PL
1083
Plancorp LLC
Missouri
$276K +$12.8K +50 +5%
HWA
1084
HHM Wealth Advisors
Tennessee
$274K +$3.34K +13 +1%
AWM
1085
Altus Wealth Management
Kentucky
$273K +$41.1K +160 +16%
DWM
1086
Dorchester Wealth Management
Quebec, Canada
$272K -$286K -1,115 -50%
QPWM
1087
Quadrant Private Wealth Management
Pennsylvania
$272K -$4.11K -16 -1%
FFS
1088
Founders Financial Securities
Maryland
$271K -$228K -886 -44%
MSFS
1089
Main Street Financial Solutions
Pennsylvania
$268K +$61.4K +239 +27%
RCAG
1090
Rehmann Capital Advisory Group
Michigan
$267K -$6.17K -24 -2%
PWMG
1091
Prestige Wealth Management Group
New Jersey
$266K +$285K +1,110 New
GP
1092
Girard Partners
Pennsylvania
$264K -$30.8K -120 -10%
WPC
1093
Waters Parkerson & Co
Louisiana
$264K – – –
YMRC
1094
Yorktown Management & Research Company
Virginia
$264K – – –
JIC
1095
Johnson Investment Counsel
Ohio
$264K +$51.6K +201 +22%
CA
1096
Continuum Advisory
Idaho
$263K +$282K +1,098 New
CFD
1097
Creative Financial Designs
Indiana
$262K -$14.4K -56 -5%
NL
1098
Navalign LLC
California
$261K -$7.71K -30 -3%
KCM
1099
Karp Capital Management
California
$261K – – –
OWA
1100
Outlook Wealth Advisors
Texas
$261K +$12.6K +49 +5%
42 43
44
45 46