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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
501
BNP Paribas
France
$1.06M -$314K -3,833 -23%
RBI
502
Raiffeisen Bank International
Austria
$1.06M +$991K +12,080 New
SAM
503
Secure Asset Management
Michigan
$1.05M +$8.86K +108 +0.9%
NA
504
NewEdge Advisors
Louisiana
$1.04M +$405K +4,939 +68%
MOS
505
MGO One Seven
Ohio
$1.04M -$304K -3,708 -23%
WKSWA
506
White Knight Strategic Wealth Advisors
New Jersey
$1.03M +$492K +5,999 +99%
PAI
507
Pittenger & Anderson Inc
Nebraska
$1.02M +$321K +3,915 +48%
SI
508
Symmetry Investments
Jersey
$1.02M +$984K +12,000 New
CIC
509
Cornercap Investment Counsel
Georgia
$1.01M -$153K -1,865 -14%
VWM
510
Venturi Wealth Management
Texas
$1.01M +$829K +10,103 +565%
SFS
511
Sowell Financial Services
Arkansas
$1M +$968K +11,801 New
PIM
512
Profit Investment Management
Maryland
$1M -$44.4K -541 -4%
HIP
513
HUB Investment Partners
Texas
$1M -$55.7K -679 -5%
GCM
514
Greenland Capital Management
New York
$982K -$1.85M -22,579 -66%
BG
515
Bahl & Gaynor
Ohio
$969K – – –
CMTU
516
Capital Markets Trading (UK)
United Kingdom
$965K -$569K -6,942 -38%
FHA
517
Flagship Harbor Advisors
Massachusetts
$962K -$87.7K -1,069 -9%
AFG
518
Atomi Financial Group
New York
$960K +$165K +2,015 +22%
UWM
519
Udine Wealth Management
Florida
$953K +$919K +11,208 New
EWA
520
EP Wealth Advisors
California
$940K -$11.9K -145 -1%
BWG
521
Boomfish Wealth Group
Georgia
$940K -$115K -1,407 -11%
BCI
522
Brinker Capital Investments
Pennsylvania
$932K +$291K +3,547 +48%
OPS
523
Orion Portfolio Solutions
Nebraska
$932K +$291K +3,547 +48%
BGIM
524
Boussard & Gavaudan Investment Management
United Kingdom
$930K +$873K +10,636 New
ECM
525
Eisler Capital Management
United Kingdom
$929K +$879K +10,709 New
19 20
21
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