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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
1101
Grassi Investment Management
California
$211K – – –
VAM
1102
Verity Asset Management
North Carolina
$211K +$218K +931 New
MF
1103
Manchester Financial
California
$207K – – –
MAWCM
1104
Mine & Arao Wealth Creation & Management
California
$207K +$3.04K +13 +1%
CRI
1105
Colonial River Investments
Virginia
$207K +$30.9K +132 +17%
NFG
1106
Northeast Financial Group
Pennsylvania
$204K +$211K +900 New
CAL
1107
Capital Advisors Ltd
Ohio
$204K – – –
NIM
1108
NuWave Investment Management
New Jersey
$203K -$767K -3,280 -79%
LWCFA
1109
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$203K +$15.9K +68 +8%
FFS
1110
Founders Financial Securities
Maryland
$200K -$95.9K -410 -32%
CCA
1111
Clearwater Capital Advisors
Illinois
$200K +$206K +882 New
HPC
1112
HM Payson & Co
Maine
$198K – – –
MA
1113
Montag & Associates
Georgia
$190K +$137K +586 +233%
AIL
1114
AGF Investments LLC
Ontario, Canada
$188K -$72K -308 -27%
TLCM
1115
Twin Lakes Capital Management
California
$181K +$187K +798 New
IFAM
1116
Institutional & Family Asset Management
Colorado
$177K +$56.8K +243 +45%
CFGS
1117
Concourse Financial Group Securities
Alabama
$176K +$11.7K +50 +7%
OIA
1118
Optimum Investment Advisors
Illinois
$169K +$115K +490 +194%
CB
1119
CNB Bank
Pennsylvania
$167K +$26.9K +115 +19%
AP
1120
Atwood & Palmer
Missouri
$159K – – –
ECM
1121
EMC Capital Management
Texas
$159K – – –
PFGIA
1122
Patriot Financial Group Insurance Agency
Massachusetts
$157K +$8.19K +35 +5%
SOW
1123
State of Wyoming
Wyoming
$153K +$158K +674 New
MAM
1124
Meeder Asset Management
Ohio
$143K +$15K +64 +11%
AF
1125
Allworth Financial
California
$143K +$98K +419 +200%
43 44
45
46 47