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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
1126
Hoover Financial Advisors
Pennsylvania
$138K – – –
CAC
1127
Certified Advisory Corp
Florida
$138K +$142K +607 New
FPA
1128
First Pacific Advisors
California
$121K +$40.2K +172 +47%
KFP
1129
KB Financial Partners
New Jersey
$121K +$124K +531 New
BWP
1130
Baldwin Wealth Partners
Massachusetts
$119K +$41.6K +178 +52%
CFA
1131
Carroll Financial Associates
North Carolina
$117K -$268K -1,147 -69%
SBSB
1132
Sullivan, Bruyette, Speros & Blaney
Virginia
$116K -$44.4K -190 -27%
CMBA
1133
C.M. Bidwell & Associates
Hawaii
$115K -$46.3K -198 -28%
DOA
1134
D'Orazio & Associates
Virginia
$114K – – –
FCA
1135
FinTrust Capital Advisors
South Carolina
$113K +$23.4K +100 +25%
MPWT
1136
MassMutual Private Wealth & Trust
Connecticut
$112K -$9.12K -39 -7%
MWP
1137
Meridian Wealth Partners
Pennsylvania
$107K +$48.7K +208 +79%
LJHT
1138
Laurie J. Hall Trustee
$100K -$11.7K -50 -10%
AWM
1139
Avior Wealth Management
Nebraska
$99K -$5.85K -25 -5%
BEI
1140
Benjamin Edwards Inc
Missouri
$97K +$14.7K +63 +17%
CAL
1141
Capital Analysts LLC
Pennsylvania
$96K +$29.2K +125 +42%
WLPWM
1142
Walled Lake Planning & Wealth Management
Illinois
$96K +$99.4K +425 New
ACM
1143
Adalta Capital Management
New York
$92K +$94.7K +405 New
IRAG
1144
Investment Research & Advisory Group
Georgia
$91K – – –
SNT
1145
Security National Trust
West Virginia
$91K +$70.2K +300 +300%
OC
1146
Oakworth Capital
Alabama
$89K – – –
PO
1147
Private Ocean
California
$86K -$66K -282 -43%
SFPG
1148
Stonebridge Financial Planning Group
Florida
$86K +$23.4K +100 +44%
ST
1149
Smithfield Trust
Pennsylvania
$84K -$67.8K -290 -44%
EWM
1150
Endurance Wealth Management
Rhode Island
$82K +$14K +60 +20%
44 45
46
47 48