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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
501
Apollon Wealth Management
South Carolina
$734K -$125K -1,733 -17%
P
502
&Partners
Tennessee
$731K +$47.7K +659 +8%
GCAC
503
Guardian Capital Advisors (Canada)
Ontario, Canada
$730K -$240K -3,325 -25%
S
504
SignatureFD
Georgia
$729K +$62.9K +870 +11%
PFS
505
Prospera Financial Services
Texas
$727K -$4.48K -62 -0.7%
SF
506
Synovus Financial
Georgia
$718K +$4.63K +64 +0.8%
CIAS
507
Capital Investment Advisory Services
North Carolina
$716K +$210K +2,910 +52%
PIM
508
Profit Investment Management
Maryland
$715K – – –
CWP
509
CFM Wealth Partners
Texas
$704K -$33K -456 -5%
FFN
510
Focus Financial Network
Minnesota
$702K -$74.4K -1,029 -10%
AFG
511
Atomi Financial Group
New York
$688K +$33.2K +459 +6%
IAA
512
Independent Advisor Alliance
North Carolina
$687K +$58K +802 +11%
CFB
513
Cullen/Frost Bankers
Texas
$686K -$3.83K -53 -0.6%
PAI
514
Pittenger & Anderson Inc
Nebraska
$685K +$7.23K +100 +1%
RIA
515
Regal Investment Advisors
Michigan
$679K +$10.4K +144 +2%
XT
516
XTX Topco
Cayman Islands
$679K +$367K +5,078 +172%
MGP
517
Metis Global Partners
California
$678K -$23.9K -331 -4%
JF
518
Jump Financial
Illinois
$677K +$579K +8,002 New
AWM
519
Accurate Wealth Management
Florida
$674K +$358K +4,947 +107%
FAIM
520
Financial Advocates Investment Management
Washington
$674K -$1.66K -23 -0.3%
JRP
521
Jasper Ridge Partners
California
$670K – – –
YCM
522
Yousif Capital Management
Michigan
$664K +$102K +1,413 +22%
LNWWM
523
Laird Norton Wetherby Wealth Management
California
$661K +$10.8K +150 +2%
UM
524
UniSuper Management
Australia
$660K +$275K +3,800 +95%
SFA
525
Sequoia Financial Advisors
Ohio
$649K -$428K -5,913 -44%
19 20
21
22 23