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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1076
Cooper Financial Group
California
$225K -$21.7K -100 -7%
RP
1077
Rice Partnership
Hawaii
$225K – – –
GWANC
1078
Guardian Wealth Advisors (North Carolina)
North Carolina
$225K +$302K +1,393 New
CP
1079
CenterBook Partners
Connecticut
$225K +$303K +1,396 New
PFA
1080
Professional Financial Advisors
Nebraska
$224K +$48.5K +224 +19%
SWA
1081
Stratos Wealth Advisors
Ohio
$223K -$386K -1,782 -56%
BFM
1082
Boothbay Fund Management
New York
$222K -$2.15M -9,925 -88%
PWA
1083
Primoris Wealth Advisors
Florida
$222K +$298K +1,375 New
RFC
1084
Regions Financial Corp
Alabama
$221K -$58.1K -268 -16%
JHCP
1085
Jackson Hole Capital Partners
Oklahoma
$221K +$23K +106 +8%
FHA
1086
First Horizon Advisors
Tennessee
$220K +$29.5K +136 +11%
CAM
1087
Claret Asset Management
Quebec, Canada
$219K – – –
CWS
1088
Confluence Wealth Services
Pennsylvania
$219K +$295K +1,361 New
MFG
1089
Magnus Financial Group
New York
$217K -$143K -660 -33%
AF
1090
Allworth Financial
California
$217K +$18.2K +84 +7%
LRPA
1091
L. Roy Papp & Associates
Arizona
$216K +$3.9K +18 +1%
LFAS
1092
Level Four Advisory Services
Texas
$214K +$287K +1,324 New
EWM
1093
Evermay Wealth Management
Virginia
$212K +$226K +1,045 +391%
KPCM
1094
Kings Point Capital Management
New York
$210K -$4.33K -20 -2%
BWA
1095
Bordeaux Wealth Advisors
California
$210K +$25.4K +117 +10%
IGGA
1096
Iron Gate Global Advisors
Utah
$210K +$33.4K +154 +13%
DGAM
1097
Desjardins Global Asset Management
Quebec, Canada
$209K +$281K +1,299 New
MSFS
1098
Main Street Financial Solutions
Pennsylvania
$208K +$36.4K +168 +15%
JIC
1099
Johnson Investment Counsel
Ohio
$208K +$40.3K +186 +17%
JC
1100
JB Capital
Connecticut
$205K – – –
42 43
44
45 46