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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1276
Sonora Investment Management
Arizona
$4K – – –
JWM
1277
Janiczek Wealth Management
Colorado
$4K +$4.21K +18 New
AWM
1278
Activest Wealth Management
Florida
$4K +$4.44K +19 New
BAM
1279
Bellevue Asset Management
Washington
$3K – – –
PC
1280
Permanens Capital
New York
$3K – – –
MFT
1281
Moisand Fitzgerald Tamayo
Florida
$3K +$702 +3 +30%
AWMS
1282
Advocacy Wealth Management Services
Georgia
$3K +$1.17K +5 +50%
BCWM
1283
Bartlett & Co Wealth Management
Ohio
$2.04K – – –
LWANC
1284
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K -$38.8K -166 -94%
BC
1285
Bartlett & Co
Ohio
$2K – – –
CAM
1286
ClariVest Asset Management
California
$2K – – –
CP
1287
Corbenic Partners
Pennsylvania
$2K – – –
CCC
1288
Crescent Capital Consulting
Louisiana
$2K – – –
DWA
1289
Dougherty Wealth Advisers
Minnesota
$2K – – –
SWM
1290
Sugarloaf Wealth Management
Georgia
$2K – – –
SA
1291
SRH Advisors
Kansas
$2K +$1.87K +8 New
TF
1292
TimeScale Financial
Massachusetts
$2K +$1.87K +8 New
DAM
1293
Delta Asset Management
Tennessee
$2K +$2.1K +9 New
BA
1294
Bellwether Advisors
Nebraska
$2K +$3.04K +13 New
MIM
1295
Macroview Investment Management
Maryland
$1K -$3.98K -17 -85%
CHA
1296
Carmichael Hill & Associates
Maryland
$1K +$1.17K +5 New
CQS
1297
Credential Qtrade Securities
$454 -$165K -707 -100%
WIM
1298
Westside Investment Management
California
$208 – – –
WRCM
1299
Whale Rock Capital Management
Massachusetts
– -$607M -2,788,458 Closed
WRF
1300
Waddell & Reed Financial
Kansas
– -$103M -472,925 Closed
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