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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMA
1101
Heritage Wealth Management (Arizona)
Arizona
$249K -$368K -1,588 -61%
WT
1102
Washington Trust
Rhode Island
$249K – – –
WAS
1103
Wealth Advisory Solutions
Indiana
$249K +$237K +1,022 New
YWP
1104
YorkBridge Wealth Partners
New York
$248K -$151K -650 -39%
RPWA
1105
Regent Peak Wealth Advisors
Georgia
$248K -$232 -1 -0.1%
BB
1106
Bell Bank
North Dakota
$248K +$3.94K +17 +2%
MSA
1107
Marino Stram & Associates
Massachusetts
$248K +$236K +1,018 New
HAS
1108
HBW Advisory Services
California
$247K -$22K -95 -9%
SW
1109
SVB Wealth
Massachusetts
$247K +$235K +1,013 New
TFGT
1110
TS Financial Group (TSFG)
Illinois
$246K +$165K +710 +238%
MSL
1111
Mackay Shields LLC
New York
$244K -$439K -1,893 -65%
CA
1112
Crewe Advisors
Utah
$244K – – –
FGAM
1113
Financial Gravity Asset Management
Texas
$244K – – –
FPCP
1114
Fort Point Capital Partners
California
$244K – – –
WSCM
1115
Wellington Shields Capital Management
New York
$244K – – –
BA
1116
Birinyi Associates
Connecticut
$244K +$232K +1,000 New
FPS
1117
Fieldpoint Private Securities
Connecticut
$243K -$670K -2,889 -76%
AWM
1118
Altus Wealth Management
Kentucky
$239K +$9.28K +40 +4%
STA
1119
Summit Trail Advisors
New York
$237K +$225K +971 New
FSA
1120
Franklin Street Advisors
North Carolina
$236K – – –
CA
1121
Cornerstone Advisory
Maryland
$236K +$2.32K +10 +1%
IC
1122
Iconiq Capital
California
$234K – – –
G
1123
GenTrust
Florida
$234K +$223K +960 New
GWS
1124
Glassman Wealth Services
Virginia
$233K +$232 +1 +0.1%
EWA
1125
Evolution Wealth Advisors
Florida
$232K +$164K +707 +290%
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