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Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
1126
Lenox Wealth Advisors
New York
$25K +$19.7K +163 +418%
PH
1127
Pinnacle Holdings
Oklahoma
$24.4K +$21.8K +180 New
BDWM
1128
Brewin Dolphin Wealth Management
Ireland
$24K -$5.45K -45 -20%
KFI
1129
Key Financial Inc
Pennsylvania
$24K – – –
QC
1130
Quent Capital
New York
$22K +$8.72K +72 +78%
CWA
1131
Clearview Wealth Advisors
Oregon
$21K +$1.57K +13 +9%
ZIG
1132
Zullo Investment Group
Pennsylvania
$21K +$3.03K +25 +19%
CAC
1133
Core Alternative Capital
Georgia
$21K +$17.3K +143 +1,100%
GFPC
1134
Global Financial Private Client
Florida
$20K – – –
FMB
1135
Field & Main Bank
Kentucky
$20K -$374K -3,093 -96%
TCM
1136
Tradewinds Capital Management
Washington
$20K -$3.03K -25 -14%
TFA
1137
Toth Financial Advisory
Virginia
$20K -$1.82K -15 -9%
FMII
1138
Farmers & Merchants Investments Inc
Nebraska
$20K – – –
ME
1139
McIlrath & Eck
Washington
$20K +$11K +91 +157%
GI
1140
Gradient Investments
Minnesota
$19K -$4.99M -41,214 -100%
KIG
1141
Kessler Investment Group
Indiana
$19K +$14.4K +119 +626%
NSIM
1142
North Star Investment Management
Illinois
$17K -$21.2K -175 -58%
RG
1143
Retirement Group
California
$16K +$1.45K +12 +12%
ZB
1144
Zions Bancorporation
Utah
$15K -$176K -1,450 -93%
OCM
1145
Orion Capital Management
California
$15K +$5.93K +49 +75%
TAIM
1146
TD Ameritrade Investment Management
Nebraska
$15K +$13.2K +109 New
LFASL
1147
Lugano Financial Advisors SA (LFA)
Switzerland
$15K +$13.9K +115 New
KFS
1148
Kelly Financial Services
Massachusetts
$14.2K -$3.03K -25 -19%
PP
1149
PrairieView Partners
Minnesota
$14K -$12.1K -100 -50%
RDIA
1150
RE Dickinson Investment Advisors
Iowa
$14K -$6.54K -54 -35%
44 45
46
47 48