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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1151
Edge Wealth Management
New York
$82K +$26K +111 +44%
LFG
1152
Larson Financial Group
Missouri
$81K -$12.4K -53 -13%
CWC
1153
Carolinas Wealth Consulting
North Carolina
$81K -$8.19K -35 -9%
GG
1154
Gleason Group
Kentucky
$81K +$28.1K +120 +51%
SSB
1155
Sandy Spring Bank
Maryland
$80K +$24.3K +104 +42%
ETI
1156
Enterprise Trust & Investment
California
$79K – – –
PFBT
1157
Parkside Financial Bank & Trust
Missouri
$78K -$19.9K -85 -20%
BWL
1158
Bogart Wealth LLC
Virginia
$78K +$2.34K +10 +3%
JGIA
1159
Jackson Grant Investment Advisers
Connecticut
$77K +$5.85K +25 +8%
SWA
1160
Sutton Wealth Advisors
Florida
$69.7K – – –
TFGT
1161
TS Financial Group (TSFG)
Illinois
$68K +$30.4K +130 +77%
PWM
1162
Prentice Wealth Management
New York
$67K +$69.5K +297 New
HFS
1163
Horizon Financial Services
North Carolina
$59K – – –
RMC
1164
Resources Management Corp
Connecticut
$59K +$9.36K +40 +18%
BFC
1165
Bedel Financial Consulting
Indiana
$58K +$8.42K +36 +16%
JWA
1166
JFS Wealth Advisors
Pennsylvania
$57K – – –
PP
1167
PrairieView Partners
Minnesota
$57K – – –
BWA
1168
BDO Wealth Advisors
Florida
$57K +$9.36K +40 +19%
TAM
1169
Tucker Asset Management
Colorado
$56.8K -$501K -2,142 -90%
EW
1170
Evoke Wealth
California
$56K +$4.68K +20 +9%
WP
1171
WealthShield Partners
North Carolina
$56K +$58K +248 New
EWA
1172
Evolution Wealth Advisors
Florida
$55K -$401K -1,713 -88%
CFB
1173
Cullen/Frost Bankers
Texas
$54K -$16.8K -72 -23%
GAM
1174
Gemmer Asset Management
California
$50K -$10.5K -45 -17%
AL
1175
ADE LLC
Maryland
$50K – – –
45 46
47
48 49