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Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1151
AWM Capital
Arizona
$230K +$257K +1,000 New
CFO
1152
Collective Family Office
Pennsylvania
$228K – – –
MF
1153
Manchester Financial
California
$228K +$10.3K +40 +4%
BCA
1154
Bay Colony Advisors
Massachusetts
$227K +$243K +947 New
EFSCE
1155
Enterprise Financial Services Corp (EFSC)
Missouri
$226K +$37.5K +146 +18%
IECM
1156
Intrinsic Edge Capital Management
Illinois
$225K -$2.33M -9,060 -91%
MA
1157
MONECO Advisors
Connecticut
$225K +$241K +940 New
CCA
1158
Conservest Capital Advisors
Pennsylvania
$224K +$22.1K +86 +10%
ARC
1159
Advisor Resource Council
Texas
$222K -$204K -796 -46%
MFG
1160
Merit Financial Group
Georgia
$222K – – –
CCA
1161
Clearwater Capital Advisors
Illinois
$222K +$238K +925 New
QCIG
1162
Quad-Cities Investment Group
Iowa
$221K +$236K +920 New
NFG
1163
Northeast Financial Group
Pennsylvania
$219K +$3.85K +15 +2%
MAWCM
1164
Mine & Arao Wealth Creation & Management
California
$219K – – –
SIA
1165
SkyView Investment Advisors
New Jersey
$218K -$64.2K -250 -22%
SIM
1166
Stratos Investment Management
Ohio
$218K +$233K +908 New
WIA
1167
World Investment Advisors
California
$217K +$11K +43 +5%
CWM
1168
Circle Wealth Management
New Jersey
$217K +$19K +74 +9%
CAL
1169
Capital Advisors Ltd
Ohio
$216K – – –
JWM
1170
JGP Wealth Management
Oregon
$216K +$9.25K +36 +4%
LWCFA
1171
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$214K – – –
FPS
1172
Fieldpoint Private Securities
Connecticut
$210K -$3.85K -15 -2%
BB
1173
Busey Bank
Illinois
$210K +$225K +874 New
CBTWT
1174
Community Bank & Trust (Waco, Texas)
Texas
$209K -$5.14K -20 -2%
IC
1175
Iconiq Capital
California
$208K -$22.9K -89 -9%
45 46
47
48 49