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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1101
BerganKDV Wealth Management
Minnesota
$80K +$59.9K +307 +495%
BEI
1102
Benjamin Edwards Inc
Missouri
$79K -$53.1K -272 -43%
FPA
1103
First Pacific Advisors
California
$79K +$70.8K +363 New
BWP
1104
Baldwin Wealth Partners
Massachusetts
$75K – – –
BWL
1105
Bogart Wealth LLC
Virginia
$72K +$975 +5 +2%
JGIA
1106
Jackson Grant Investment Advisers
Connecticut
$69K +$51.7K +265 +530%
CFB
1107
Cullen/Frost Bankers
Texas
$68K – – –
SWA
1108
Sutton Wealth Advisors
Florida
$66.8K – – –
CAL
1109
Capital Analysts LLC
Pennsylvania
$65K +$19.5K +100 +50%
EWM
1110
Endurance Wealth Management
Rhode Island
$65K +$58.5K +300 New
WFA
1111
Wells Financial Advisors
Massachusetts
$65K +$58.5K +300 New
NICM
1112
Neo Ivy Capital Management
New York
$59K +$17.4K +89 +49%
GAM
1113
Gemmer Asset Management
California
$58K +$12.7K +65 +33%
MWP
1114
Meridian Wealth Partners
Pennsylvania
$57K +$2.54K +13 +5%
HFS
1115
Horizon Financial Services
North Carolina
$56K – – –
OIA
1116
Optimum Investment Advisors
Illinois
$55K – – –
PP
1117
PrairieView Partners
Minnesota
$55K +$390 +2 +0.8%
MA
1118
Montag & Associates
Georgia
$55K +$49.2K +252 New
HFS
1119
HBC Financial Services
Washington
$54K -$4.88K -25 -10%
SSB
1120
Sandy Spring Bank
Maryland
$54K -$780 -4 -2%
EWM
1121
Edge Wealth Management
New York
$54K – – –
JWA
1122
JFS Wealth Advisors
Pennsylvania
$54K – – –
TCM
1123
Tradewinds Capital Management
Washington
$52K +$25.4K +130 +118%
GG
1124
Gleason Group
Kentucky
$51K – – –
EW
1125
Evoke Wealth
California
$49K -$24.4K -125 -36%
43 44
45
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