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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
TLCM
1151
Twin Lakes Capital Management
California
$110K -$9.54K -44 -6%
SFM
1152
Signet Financial Management
New Jersey
$103K +$138K +639 New
IFAM
1153
Institutional & Family Asset Management
Colorado
$96K -$56.1K -259 -30%
FPS
1154
Fieldpoint Private Securities
Connecticut
$94K -$62.8K -290 -33%
RPCONE
1155
Retirement Planning Company of New England
Rhode Island
$94K +$126K +583 New
FAG
1156
Fortitude Advisory Group
Washington
$93K +$124K +573 New
MPWT
1157
MassMutual Private Wealth & Trust
Connecticut
$92K -$21.7K -100 -15%
OIA
1158
Optimum Investment Advisors
Illinois
$92K -$21.7K -100 -15%
MA
1159
MUFG Americas
New York
$84K +$97.7K +451 +683%
C
1160
Covestor
United Kingdom
$84K +$112K +518 New
FCA
1161
FinTrust Capital Advisors
South Carolina
$81K -$522K -2,409 -83%
MCM
1162
Magnolia Capital Management
New York
$81K +$108K +500 New
AWM
1163
Avior Wealth Management
Nebraska
$79K +$6.5K +30 +7%
BEI
1164
Benjamin Edwards Inc
Missouri
$78K +$48.3K +223 +86%
AIP
1165
Ahrens Investment Partners
Louisiana
$77K +$103K +474 New
TC
1166
TAP Consulting
Missouri
$76K +$102K +471 New
HA
1167
Homestead Advisers
Virginia
$75K +$24.1K +111 +31%
MAM
1168
Mystic Asset Management
Rhode Island
$73K +$98.6K +455 New
RIM
1169
Rockbridge Investment Management
New York
$72K +$69.3K +320 +250%
HR
1170
Howe & Rusling
New York
$72K +$96.4K +445 New
KFP
1171
KB Financial Partners
New Jersey
$72K +$96.6K +446 New
LJHT
1172
Laurie J. Hall Trustee
$71K – – –
MSFP
1173
Mark Sheptoff Financial Planning
Connecticut
$70K – – –
IRAG
1174
Investment Research & Advisory Group
Georgia
$65K – – –
WIC
1175
Water Island Capital
New York
$65K +$86.7K +400 New
45 46
47
48 49