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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
BS
526
Banco Santander
Spain
$227K +$249K +3,670 New
GWM
527
Geneos Wealth Management
Colorado
$226K -$188K -2,769 -43%
CI
528
Cigna Investments
Connecticut
$225K +$9.03K +133 +4%
TI
529
TTP Investments
California
$220K -$14.8K -218 -6%
AW
530
ACG Wealth
Georgia
$219K +$8.49K +125 +4%
RA
531
RFG Advisory
Alabama
$218K +$33.2K +489 +16%
SLAM
532
Swiss Life Asset Management
$217K – – –
OIA
533
OneDigital Investment Advisors
Kansas
$216K -$76.7K -1,129 -24%
SMC
534
Smith, Moore & Co
Missouri
$216K -$408 -6 -0.2%
HI
535
Hudock Inc
Pennsylvania
$215K -$5.5K -81 -2%
TEC
536
Tiger Eye Capital
Tennessee
$212K – – –
EW
537
Evoke Wealth
California
$212K +$232K +3,422 New
UB
538
UMB Bank
Missouri
$211K – – –
DWM
539
Dorchester Wealth Management
Quebec, Canada
$205K +$224K +3,305 New
PAM
540
Panagora Asset Management
Massachusetts
$203K -$15.7M -231,004 -99%
LOAME
541
Lombard Odier Asset Management (Europe)
United Kingdom
$202K – – –
GAM
542
Griffin Asset Management
New York
$201K -$10.2K -150 -4%
FPCP
543
Fort Point Capital Partners
California
$201K +$221K +3,250 New
VFA
544
Valeo Financial Advisors
Indiana
$192K +$129K +1,897 +157%
PO
545
Private Ocean
California
$178K +$169K +2,482 +653%
ALAM
546
Asahi Life Asset Management
Japan
$167K -$171K -2,520 -48%
KTC
547
Kistler-Tiffany Companies
Pennsylvania
$163K +$62.2K +915 +54%
AIC
548
Ameritas Investment Company
Nebraska
$162K +$177K +2,613 New
RCM
549
Riverhead Capital Management
Delaware
$149K +$163K +2,400 New
FDCDDQ
550
Federation des caisses Desjardins du Quebec
Quebec, Canada
$147K -$5.43K -80 -3%
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