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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AIL
1201
AGF Investments LLC
Ontario, Canada
$153K +$48K +187 +42%
BWA
1202
BDO Wealth Advisors
Florida
$152K +$8.99K +35 +6%
SWA
1203
SOA Wealth Advisors
New York
$148K +$46.2K +180 +41%
PH
1204
Pinnacle Holdings
Oklahoma
$142K +$153K +594 New
SC
1205
Shay Capital
New York
$142K +$152K +591 New
CFA
1206
Carroll Financial Associates
North Carolina
$137K +$14.6K +57 +11%
BWP
1207
Baldwin Wealth Partners
Massachusetts
$125K – – –
DOA
1208
D'Orazio & Associates
Virginia
$125K +$5.65K +22 +4%
EW
1209
Evoke Wealth
California
$118K +$69.4K +270 +120%
CAM
1210
Cozad Asset Management
Illinois
$115K +$123K +480 New
PCIG
1211
Partners Capital Investment Group
Massachusetts
$113K -$2.49M -9,675 -95%
AWM
1212
Avior Wealth Management
Nebraska
$110K – – –
SFPG
1213
Stonebridge Financial Planning Group
Florida
$109K +$6.42K +25 +6%
LJHT
1214
Laurie J. Hall Trustee
$106K – – –
JIR
1215
James Investment Research
Ohio
$106K +$114K +443 New
MSFP
1216
Mark Sheptoff Financial Planning
Connecticut
$104K – – –
WLPWM
1217
Walled Lake Planning & Wealth Management
Illinois
$102K – – –
WQ
1218
Wealth Quarterback
New Jersey
$99K – – –
PFBT
1219
Parkside Financial Bank & Trust
Missouri
$99K +$12.3K +48 +13%
CWP
1220
Concord Wealth Partners
Virginia
$97K -$211K -822 -67%
IRAG
1221
Investment Research & Advisory Group
Georgia
$96K – – –
PO
1222
Private Ocean
California
$94K +$2.57K +10 +3%
WWMSC
1223
Wagner Wealth Management (South Carolina)
South Carolina
$92K +$40.3K +157 +77%
ST
1224
Smithfield Trust
Pennsylvania
$91K – – –
CWC
1225
Carolinas Wealth Consulting
North Carolina
$90K +$257 +1 +0.3%
47 48
49
50 51