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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
476
Regal Investment Advisors
Michigan
$421K +$15K +214 +4%
ACH
477
ArrowMark Colorado Holdings
Colorado
$421K +$405K +5,800 New
CCM
478
Chickasaw Capital Management
Tennessee
$418K – – –
PA
479
Parallel Advisors
California
$417K -$229K -3,283 -36%
KLCM
480
KG&L Capital Management
Louisiana
$413K +$158K +2,262 +66%
BCA
481
Bray Capital Advisors
Florida
$410K – – –
RIA
482
Realta Investment Advisors
Delaware
$407K +$159K +2,269 +69%
GT
483
Glenmede Trust
Pennsylvania
$405K -$51K -730 -12%
WG
484
Winton Group
United Kingdom
$403K +$1.47K +21 +0.4%
WAM
485
Wealthspire Advisors (Maryland)
Maryland
$399K -$135K -1,927 -26%
PPP
486
Private Portfolio Partners
New Jersey
$397K +$76.7K +1,098 +25%
GLA
487
Good Life Advisors
Pennsylvania
$396K +$62.9K +900 +20%
CIAS
488
Capital Investment Advisory Services
North Carolina
$395K +$350K +5,016 +29,506%
FWM
489
Frontier Wealth Management
Missouri
$383K +$54.1K +775 +17%
TAM
490
Tiverton Asset Management
Delaware
$382K +$4.68K +67 +1%
VHAM
491
Van Hulzen Asset Management
California
$381K +$14K +200 +4%
ALAM
492
Asahi Life Asset Management
Japan
$379K +$365K +5,220 New
PFPT
493
Pinnacle Financial Partners (Tennessee)
Tennessee
$378K -$21.2K -304 -6%
IRF
494
IBM Retirement Fund
New York
$375K +$50K +716 +16%
RHBC
495
R.H. Bluestein & Co
Michigan
$371K -$349K -5,000 -49%
FANJ
496
Financial Architects (New Jersey)
New Jersey
$368K -$148K -2,120 -29%
SWM
497
SeaCrest Wealth Management
New York
$366K – – –
NFP
498
Narus Financial Partners
Utah
$364K +$351K +5,025 New
PP
499
Peconic Partners
New York
$363K – – –
H
500
HoyleCohen
California
$355K +$41.9K +600 +14%
18 19
20
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