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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1151
Community Bank
New York
$14K – – –
HNWAG
1152
High Net Worth Advisory Group
Florida
$14K – – –
JC
1153
JCSD Capital
California
$14K – – –
BC
1154
Bartlett & Co
Ohio
$14K +$12.1K +100 New
IWP
1155
IAG Wealth Partners
Wisconsin
$14K +$12.1K +100 New
IFS
1156
Intelligent Financial Strategies
Minnesota
$14K +$12.7K +105 New
BCWM
1157
Bartlett & Co Wealth Management
Ohio
$13.6K +$12.1K +100 New
CWC
1158
Carolinas Wealth Consulting
North Carolina
$13K -$33.3K -275 -74%
HRC
1159
Hoertkorn Richard Charles
$13K – – –
T2I
1160
Turim 21 Investimentos
Brazil
$13K +$11.5K +95 New
TAM
1161
Tucker Asset Management
Colorado
$12.6K +$11.3K +93 New
AIC
1162
Archer Investment Corporation
Indiana
$11.9K – – –
WAS
1163
Winch Advisory Services
Wisconsin
$11K -$8.47K -70 -47%
LWP
1164
Lumature Wealth Partners
Georgia
$11K – – –
MA
1165
MCF Advisors
Kentucky
$11K +$10K +83 New
HFS
1166
HBC Financial Services
Washington
$10K -$1.82K -15 -6%
TCWA
1167
Ten Capital Wealth Advisors
Washington
$10K +$4.84K +40 +125%
CT
1168
Caldwell Trust
Florida
$9.36K – – –
BBPWM
1169
Blue Bell Private Wealth Management
Pennsylvania
$9K -$5.45K -45 -41%
ICM
1170
Islay Capital Management
Texas
$9K – – –
LCM
1171
Logan Capital Management
Pennsylvania
$9K – – –
SCA
1172
Stonebridge Capital Advisors
Minnesota
$9K – – –
DI
1173
Disciplined Investments
Oklahoma
$9K +$3.39K +28 +74%
CFFP
1174
Center for Financial Planning
Michigan
$9K +$3.63K +30 +75%
HCP
1175
Hexagon Capital Partners
Arkansas
$9K +$4.84K +40 +133%
45 46
47
48 49