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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1076
Bogart Wealth LLC
Virginia
$49K +$2.66K +22 +6%
OIA
1077
Optimum Investment Advisors
Illinois
$47K -$26.9K -222 -39%
ETI
1078
Enterprise Trust & Investment
California
$47K – – –
SWM
1079
Selective Wealth Management
Virginia
$47K – – –
BCMLT
1080
Beacon Capital Management LLC (Tennessee)
Tennessee
$46K +$39.8K +329 New
SWA
1081
Sutton Wealth Advisors
Florida
$45.8K +$2.54K +21 +7%
BWP
1082
Baldwin Wealth Partners
Massachusetts
$44K -$6.05K -50 -13%
SIC
1083
SJS Investment Consulting
Ohio
$44K +$1.33K +11 +3%
VNA
1084
Valley National Advisers
Pennsylvania
$44K +$7.14K +59 +22%
MA
1085
MUFG Americas
New York
$41K -$26.2K -216 -42%
ACM
1086
Aquatic Capital Management
Illinois
$41K +$36.3K +300 New
TSW
1087
Thompson Siegel & Walmsley
Virginia
$41K +$36.3K +300 New
OAJ
1088
Ogorek Anthony Joseph
New York
$41K +$36.9K +305 New
FHA
1089
First Horizon Advisors
Tennessee
$40K -$129K -1,065 -78%
RA
1090
Resolute Advisors
California
$40K – – –
SBL
1091
Sargent Bickham Lagudis
Colorado
$40K +$2.79K +23 +9%
IA
1092
IndexIQ Advisors
New York
$40K +$35.1K +290 New
WB
1093
Webster Bank
Connecticut
$39K – – –
TWA
1094
TCI Wealth Advisors
Arizona
$39K +$19.7K +163 +134%
SC
1095
Solstein Capital
California
$38K -$181K -1,497 -84%
BFC
1096
Bedel Financial Consulting
Indiana
$37K -$6.05K -50 -15%
JGIA
1097
Jackson Grant Investment Advisers
Connecticut
$36K +$32.1K +265 New
SIS
1098
Sound Income Strategies
Florida
$34K – – –
MCM
1099
Manchester Capital Management
Vermont
$34K +$30.5K +252 New
AFG
1100
Albion Financial Group
Utah
$33K +$1.82K +15 +7%
42 43
44
45 46