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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
DV
451
DAG Ventures
California
$1.1M – – –
PS
452
Principal Securities
Iowa
$1.09M +$53.4K +760 +6%
IFWM
453
Institute for Wealth Management
Colorado
$1.08M -$74.2K -1,056 -7%
KRSITF
454
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.06M -$22.4K -319 -2%
SPIA
455
Steward Partners Investment Advisory
New York
$1.06M -$444K -6,321 -31%
BEI
456
Benjamin Edwards Inc
Missouri
$1.06M +$206K +2,935 +27%
CPCPP
457
Canada Post Corporation Pension Plan
Canada
$1.05M – – –
AC
458
AXQ Capital
New Jersey
$1.04M +$962K +13,685 New
MO
459
McMillan Office
Michigan
$1.04M – – –
EOJOAM
460
E. Ohman J:or Asset Management
Sweden
$1.04M – – –
GPA
461
Garrison Point Advisors
California
$1.03M -$37.3K -530 -4%
BFG
462
Bleakley Financial Group
New Jersey
$1.03M +$956K +13,605 New
PWM
463
Perigon Wealth Management
California
$1.03M +$16.9K +240 +2%
CG
464
Caprock Group
Idaho
$1.02M +$946K +13,453 New
AWM
465
Apollon Wealth Management
South Carolina
$1.02M +$232K +3,304 +33%
GC
466
Guggenheim Capital
Illinois
$1.01M -$1.01M -14,407 -52%
BBHC
467
Brown Brothers Harriman & Co
New York
$1M +$283K +4,020 +44%
GRP
468
Global Retirement Partners
California
$1M +$929K +13,215 New
KP
469
Keel Point
Alabama
$991K -$22.7K -323 -2%
I
470
InceptionR
California
$984K – – –
CWM
471
Circle Wealth Management
New Jersey
$976K +$322K +4,581 +55%
PAS
472
Park Avenue Securities
New York
$972K +$163K +2,317 +22%
MGP
473
Metis Global Partners
California
$969K -$293K -4,168 -25%
GI
474
GAMMA Investing
California
$959K +$107K +1,525 +14%
DWM
475
Dynasty Wealth Management
Florida
$958K +$159K +2,268 +22%
17 18
19
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