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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
426
Dantai Capital
Hong Kong
$962K -$976K -13,950 -48%
TAM
427
Titleist Asset Management
Texas
$956K -$20.1K -287 -2%
SWM
428
Shelton Wealth Management
Texas
$944K +$1.02M +14,645 New
RSC
429
Red Spruce Capital
Pennsylvania
$937K +$2.31K +33 +0.2%
CLOS
430
Compagnie Lombard Odier SCmA
Switzerland
$931K -$30.2K -432 -3%
SW
431
SteelPeak Wealth
California
$926K +$103K +1,466 +11%
HWM
432
HB Wealth Management
Georgia
$914K -$9.51K -136 -1%
BBHC
433
Brown Brothers Harriman & Co
New York
$914K +$350K +5,000 +55%
TCM
434
Twin Capital Management
Pennsylvania
$891K +$10.6K +151 +1%
AI
435
Atom Investors
Texas
$890K +$965K +13,796 New
HPG
436
Harvest Portfolios Group
Ontario, Canada
$889K -$329K -4,699 -25%
AWM
437
Axxcess Wealth Management
California
$884K -$29.3K -419 -3%
NP
438
Ninepoint Partners
Ontario, Canada
$883K – – –
SPC
439
Sigma Planning Corp
Michigan
$882K -$41.3K -591 -4%
SWP
440
Stratos Wealth Partners
Ohio
$867K +$99.2K +1,418 +12%
ADIM
441
Alpha DNA Investment Management
Maryland
$859K +$263K +3,764 +39%
NA
442
NewEdge Advisors
Louisiana
$857K +$466K +6,658 +100%
FHA
443
Flagship Harbor Advisors
Massachusetts
$853K -$166K -2,377 -15%
GCAC
444
Guardian Capital Advisors (Canada)
Ontario, Canada
$851K +$231K +3,300 +33%
BWG
445
Boomfish Wealth Group
Georgia
$846K +$70.6K +1,009 +8%
TPW
446
Transatlantique Private Wealth
New York
$838K +$130K +1,859 +17%
DADC
447
D.A. Davidson & Co
Montana
$837K +$10.1K +144 +1%
BRWA
448
B. Riley Wealth Advisors
Florida
$821K -$76.6K -1,095 -8%
UM
449
UniSuper Management
Australia
$819K +$343K +4,900 +63%
CIP
450
Convergence Investment Partners
Florida
$804K +$872K +12,463 New
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