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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
GAMC
501
Garner Asset Management Corp
Texas
$262K -$8.49K -125 -3%
LSPW
502
Lake Street Private Wealth
Illinois
$261K +$286K +4,215 New
RIA
503
Regal Investment Advisors
Michigan
$260K -$109K -1,606 -28%
MOACM
504
Mutual of America Capital Management
New York
$259K – – –
FCI
505
Financial Counselors Inc
Kansas
$256K -$685K -10,085 -71%
TFS
506
TrustCore Financial Services
Tennessee
$255K +$13.6K +200 +5%
SCM
507
Schnieders Capital Management
California
$252K +$30.2K +445 +12%
WAM
508
Wealthspire Advisors (Maryland)
Maryland
$251K -$98.2K -1,446 -26%
TAM
509
Tyers Asset Management
Texas
$251K +$229K +3,376 +502%
WWM
510
WT Wealth Management
Arizona
$250K +$275K +4,049 New
LCAM
511
London & Capital Asset Management
United Kingdom
$248K +$272K +4,000 New
KCM
512
Karp Capital Management
California
$248K +$272K +4,007 New
JRP
513
Jasper Ridge Partners
California
$246K – – –
HKAM
514
Horizon Kinetics Asset Management
New York
$245K -$28.1K -414 -9%
WMA
515
Wealth Management Associates
New Jersey
$242K +$265K +3,908 New
CWM
516
Cornerstone Wealth Management
Missouri
$242K -$2.99K -44 -1%
IWC
517
Integrated Wealth Concepts
Massachusetts
$241K -$18.1K -266 -6%
GG
518
Gofen & Glossberg
Illinois
$240K – – –
KLCM
519
KG&L Capital Management
Louisiana
$239K -$125K -1,837 -32%
DADC
520
D.A. Davidson & Co
Montana
$238K -$43.4K -639 -14%
SA
521
Strategic Advisors
New York
$238K +$3.4K +50 +1%
SCP
522
Stamos Capital Partners
California
$237K -$202K -2,968 -44%
SO
523
STRS Ohio
Ohio
$237K – – –
QI
524
QS Investors
New York
$230K – – –
LS
525
Livforsakringsbolaget Skandia
Sweden
$229K – – –
19 20
21
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