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Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1301
Oakworth Capital
Alabama
$8K +$10.8K +50 New
CWM
1302
Cedar Wealth Management
California
$8K +$11.3K +52 New
HNWA
1303
Henrickson Nauta Wealth Advisors
Michigan
$8K +$15K +69 New
AWM
1304
Activest Wealth Management
Florida
$7K +$9.1K +42 New
CCM
1305
Cribstone Capital Management
Maine
$6K – – –
DI
1306
Disciplined Investments
Oklahoma
$6K – – –
MFA
1307
McClarren Financial Advisors
Pennsylvania
$6K – – –
LWA
1308
Lenox Wealth Advisors
New York
$6K +$2.82K +13 +50%
BA
1309
Bivin & Associates
Oklahoma
$6K +$7.58K +35 New
CFFP
1310
Center for Financial Planning
Michigan
$6K +$8.67K +40 New
M1FG
1311
Mach-1 Financial Group
Arkansas
$6K +$9.1K +42 New
GEA
1312
Glen Eagle Advisors
New Jersey
$5.65K -$8.02K -37 -51%
CM
1313
Caption Management
Oklahoma
$5K -$2.14M -9,866 -100%
HCP
1314
Hexagon Capital Partners
Arkansas
$5K -$16.7K -77 -72%
BC
1315
Belmont Capital
California
$5K -$3.47K -16 -32%
CAM
1316
Costello Asset Management
Pennsylvania
$5K – – –
TCWA
1317
Ten Capital Wealth Advisors
Washington
$5K – – –
VCM
1318
Vigilant Capital Management
Maine
$5K – – –
HWA
1319
Heritage Wealth Advisors
Virginia
$5K +$867 +4 +16%
CMBA
1320
C.M. Bidwell & Associates
Hawaii
$4K – – –
TFO
1321
Tarbox Family Office
California
$4K +$217 +1 +4%
EWM
1322
Edge Wealth Management
New York
$4K +$2.38K +11 +100%
RDFA
1323
Ritter Daniher Financial Advisory
Ohio
$4K +$5.42K +25 New
KIG
1324
Kessler Investment Group
Indiana
$3K -$46.2K -213 -92%
BWM
1325
Baystate Wealth Management
Massachusetts
$3K -$5.42K -25 -60%
51 52
53
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