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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
XT
501
XTX Topco
Cayman Islands
$375K +$525K +8,474 New
WWM
502
Westwood Wealth Management
California
$375K -$32.8K -530 -6%
I
503
InceptionR
California
$372K +$318K +5,137 +157%
FAIM
504
Financial Advocates Investment Management
Washington
$370K +$56.4K +910 +12%
ICP
505
Interchange Capital Partners
Pennsylvania
$364K +$34.1K +551 +7%
OWA
506
Octavia Wealth Advisors
Ohio
$363K +$62.6K +1,011 +14%
API
507
Advisor Partners II
California
$361K +$20.2K +326 +4%
MS
508
Mizuho Securities
Japan
$361K -$572K -9,230 -53%
CP
509
CenterBook Partners
Connecticut
$359K +$502K +8,104 New
AIA
510
Angeles Investment Advisors
California
$354K +$495K +7,998 New
WKSWA
511
White Knight Strategic Wealth Advisors
New Jersey
$353K -$83K -1,340 -14%
RIA
512
Regal Investment Advisors
Michigan
$352K -$87.2K -1,408 -15%
JRP
513
Jasper Ridge Partners
California
$351K – – –
PWM
514
Perigon Wealth Management
California
$349K -$20.4K -330 -4%
FMAEN1
515
Fund Management at Engine No 1
California
$348K +$47.4K +765 +11%
O
516
Ossiam
France
$347K +$26.3K +424 +6%
PP
517
Paloma Partners
Connecticut
$344K +$317K +5,119 +193%
SS
518
Sunbelt Securities
Texas
$338K +$40.4K +652 +9%
GLA
519
Good Life Advisors
Pennsylvania
$335K +$127K +2,046 +37%
PFS
520
Prospera Financial Services
Texas
$335K -$81.8K -1,321 -15%
OSAM
521
O'Shaughnessy Asset Management
Connecticut
$334K -$32K -517 -6%
IWM
522
IHT Wealth Management
Illinois
$334K +$17.3K +279 +4%
KCFA
523
Key Client Fiduciary Advisors
New Jersey
$333K -$25.9K -418 -5%
MYAM
524
Meiji Yasuda Asset Management
Japan
$332K +$24.8K +400 +6%
SC
525
Scotia Capital
Ontario, Canada
$331K +$2.1K +34 +0.5%
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