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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
501
Westwood Wealth Management
California
$375K -$32.8K -530 -6%
I
502
InceptionR
California
$372K +$318K +5,137 +157%
FAIM
503
Financial Advocates Investment Management
Washington
$370K +$56.4K +910 +12%
ICP
504
Interchange Capital Partners
Pennsylvania
$364K +$34.1K +551 +7%
OWA
505
Octavia Wealth Advisors
Ohio
$363K +$62.6K +1,011 +14%
API
506
Advisor Partners II
California
$361K +$20.2K +326 +4%
MS
507
Mizuho Securities
Japan
$361K -$572K -9,230 -53%
CP
508
CenterBook Partners
Connecticut
$359K +$502K +8,104 New
AIA
509
Angeles Investment Advisors
California
$354K +$495K +7,998 New
WKSWA
510
White Knight Strategic Wealth Advisors
New Jersey
$353K -$83K -1,340 -14%
RIA
511
Regal Investment Advisors
Michigan
$352K -$87.2K -1,408 -15%
JRP
512
Jasper Ridge Partners
California
$351K – – –
PWM
513
Perigon Wealth Management
California
$349K -$20.4K -330 -4%
FMAEN1
514
Fund Management at Engine No 1
California
$348K +$47.4K +765 +11%
O
515
Ossiam
France
$347K +$26.3K +424 +6%
PP
516
Paloma Partners
Connecticut
$344K +$317K +5,119 +193%
SS
517
Sunbelt Securities
Texas
$338K +$40.4K +652 +9%
GLA
518
Good Life Advisors
Pennsylvania
$335K +$127K +2,046 +37%
PFS
519
Prospera Financial Services
Texas
$335K -$81.8K -1,321 -15%
OSAM
520
O'Shaughnessy Asset Management
Connecticut
$334K -$32K -517 -6%
IWM
521
IHT Wealth Management
Illinois
$334K +$17.3K +279 +4%
KCFA
522
Key Client Fiduciary Advisors
New Jersey
$333K -$25.9K -418 -5%
MYAM
523
Meiji Yasuda Asset Management
Japan
$332K +$24.8K +400 +6%
SC
524
Scotia Capital
Ontario, Canada
$331K +$2.1K +34 +0.5%
BPA
525
Beacon Pointe Advisors
California
$329K -$13.8K -223 -3%
19 20
21
22 23