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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
FMTCOCP
1226
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K – – –
HRC
1227
Hoertkorn Richard Charles
$23K – – –
FA
1228
Fortis Advisors
Pennsylvania
$23K +$23.4K +100 New
MLFP
1229
MPS Loria Financial Planners
Illinois
$22K – – –
RFA
1230
Reilly Financial Advisors
California
$22K +$6.08K +26 +37%
TCOV
1231
Trust Company of Vermont
Vermont
$21K -$234 -1 -1%
BMD
1232
Better Money Decisions
New Mexico
$21K +$21.8K +93 New
KFS
1233
Kelly Financial Services
Massachusetts
$20.4K +$9.36K +40 +80%
HWM
1234
Holloway Wealth Management
Florida
$20K – – –
MA
1235
MUFG Americas
New York
$18K -$93.6K -400 -83%
JFA
1236
JNBA Financial Advisors
Minnesota
$17K – – –
EWM
1237
Elmwood Wealth Management
California
$17K +$17.5K +75 New
SIS
1238
Sound Income Strategies
Florida
$16.1K +$1.17K +5 +8%
ICM
1239
Islay Capital Management
Texas
$16K – – –
EIP
1240
Ellis Investment Partners
Pennsylvania
$15K -$4.68K -20 -24%
SBL
1241
Sargent Bickham Lagudis
Colorado
$15K -$4.21K -18 -21%
BWM
1242
Baystate Wealth Management
Massachusetts
$15K – – –
OCM
1243
Orion Capital Management
California
$15K +$3.51K +15 +30%
RWG
1244
Regal Wealth Group
California
$14K +$11.7K +50 +417%
CT
1245
Caldwell Trust
Florida
$11.4K – – –
1IA
1246
1834 Investment Advisors
Wisconsin
$11K -$1.17K -5 -9%
CCM
1247
Cribstone Capital Management
Maine
$11K – – –
CCMW
1248
Cypress Capital Management (Wyoming)
Wyoming
$11K – – –
LWM
1249
Liberty Wealth Management
California
$11K – – –
CFO
1250
CVA Family Office
Colorado
$11K +$11.7K +50 New
48 49
50
51 52