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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
476
United Capital Financial Advisors
Texas
$679K -$110K -1,550 -11%
VI
477
Vestcor Inc
New Brunswick, Canada
$672K +$11.2K +158 +1%
IAN
478
Integrated Advisors Network
Texas
$671K +$166K +2,348 +24%
SC
479
Scotia Capital
Ontario, Canada
$667K -$3.07M -43,382 -78%
RG
480
Rathbones Group
United Kingdom
$667K -$163K -2,300 -16%
IA
481
IFP Advisors
Florida
$657K +$57.1K +807 +9%
ZDA
482
Zweig-DiMenna Associates
New York
$654K -$2.23M -31,540 -73%
BPA
483
Beacon Pointe Advisors
California
$651K -$133K -1,885 -14%
SWA
484
SOA Wealth Advisors
New York
$648K -$920 -13 -0.1%
RIA
485
Regal Investment Advisors
Michigan
$641K +$13.1K +185 +2%
DWM
486
Dakota Wealth Management
Florida
$626K +$532K +7,520 +194%
BTWM
487
Baker Tilly Wealth Management
Wisconsin
$624K -$110K -1,557 -12%
EDRH
488
Edmond de Rothschild Holding
Switzerland
$607K -$1.4M -19,789 -64%
LTI
489
Laffer Tengler Investments
Tennessee
$600K +$3.4K +48 +0.4%
IMRF
490
Illinois Municipal Retirement Fund
Illinois
$599K – – –
SWM
491
SeaCrest Wealth Management
New York
$598K +$105K +1,485 +16%
MIM
492
MetLife Investment Management
New Jersey
$598K -$2.62K -37 -0.3%
FBC
493
Fairfield, Bush & Co
Connecticut
$594K -$118K -1,660 -13%
SP
494
SWS Partners
Ohio
$593K +$5.03K +71 +0.7%
SG
495
StoneX Group
New York
$593K -$22.6K -319 -3%
SAM
496
Shell Asset Management
Netherlands
$586K -$199K -2,806 -21%
SLI
497
Sumitomo Life Insurance
Japan
$585K +$44.3K +625 +6%
H
498
HoyleCohen
California
$577K -$30.8K -435 -4%
AWM
499
Axxcess Wealth Management
California
$576K -$92.2K -1,302 -11%
X
500
Xponance
Pennsylvania
$563K +$29.7K +419 +4%
18 19
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