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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
VAS
501
Vestmark Advisory Solutions
Massachusetts
$740K +$38.9K +426 +4%
MA
502
Modus Advisors
Minnesota
$737K +$125K +1,369 +13%
SWA
503
SOA Wealth Advisors
New York
$725K +$41.2K +451 +4%
AWM
504
Axxcess Wealth Management
California
$724K +$157K +1,723 +17%
FFN
505
Focus Financial Network
Minnesota
$724K +$148K +1,620 +16%
RIA
506
Regal Investment Advisors
Michigan
$705K -$44.4K -486 -4%
SG
507
StoneX Group
New York
$682K -$4.17M -45,644 -80%
RIM
508
Redpoint Investment Management
Australia
$676K
H
509
HoyleCohen
California
$672K -$34.3K -375 -3%
MIM
510
MetLife Investment Management
New Jersey
$670K -$1.84M -20,171 -65%
IMRF
511
Illinois Municipal Retirement Fund
Illinois
$670K +$404K +4,424 +68%
PL
512
Polianta Ltd
Jersey
$669K +$996K +10,900 New
LTI
513
Laffer Tengler Investments
Tennessee
$668K +$237K +2,590 +31%
Cerity Partners
514
Cerity Partners
New York
$664K +$399K +4,364 +68%
SP
515
SWS Partners
Ohio
$659K +$2.28K +25 +0.2%
RJT
516
Raymond James Trust
Florida
$627K +$103K +1,125 +12%
GC
517
Gould Capital
Washington
$622K +$2.74K +30 +0.3%
IGWM
518
ICA Group Wealth Management
Colorado
$621K +$19.9K +218 +3%
MFA
519
Morling Financial Advisors
California
$620K +$922K +10,095 New
SLI
520
Sumitomo Life Insurance
Japan
$616K +$10.2K +112 +1%
DM
521
Diker Management
New York
$615K -$2.28M -25,000 -71%
ZCM
522
Zenyatta Capital Management
Delaware
$615K -$685K -7,500 -43%
MA
523
Mutual Advisors
Nebraska
$615K +$28.2K +309 +3%
TC
524
Teilinger Capital
Texas
$615K +$914K +10,000 New
DWM
525
Darwin Wealth Management
Florida
$610K -$54.5K -596 -7%