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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
526
SeaCrest Wealth Management
New York
$513K +$15.9K +208 +4%
RA
527
Rational Advisors
New York
$512K -$298K -3,898 -44%
CIAS
528
Capital Investment Advisory Services
North Carolina
$512K -$214K -2,800 -36%
NFG
529
Next Financial Group
Texas
$508K +$92.9K +1,214 +33%
RJT
530
Raymond James Trust
Florida
$504K -$26.6K -347 -7%
PWM
531
Perigon Wealth Management
California
$503K -$144K -1,876 -28%
SNN
532
Shen Neil Nanpeng
$502K – – –
MA
533
Mutual Advisors
Nebraska
$501K +$28.6K +373 +8%
PCM
534
Prelude Capital Management
New York
$500K -$2.09M -27,242 -85%
MGAM
535
McGowan Group Asset Management
Texas
$499K – – –
3CP
536
3G Capital Partners
New York
$493K +$360K +4,700 New
AC
537
Avestar Capital
New York
$488K -$204K -2,660 -36%
GAMC
538
Garner Asset Management Corp
Texas
$488K -$15.3K -200 -4%
WAM
539
Wealthspire Advisors (Maryland)
Maryland
$487K -$79.7K -1,041 -18%
CAGAS
540
Capital Advisory Group Advisory Services
Minnesota
$487K +$355K +4,638 New
MYLI
541
Meiji Yasuda Life Insurance
Japan
$485K – – –
PIM
542
Profit Investment Management
Maryland
$483K +$353K +4,605 New
CM
543
Castleark Management
Illinois
$482K -$286K -3,730 -45%
HFM
544
Harvest Fund Management
China
$478K +$178K +2,324 +129%
AA
545
Ancora Advisors
Ohio
$473K -$736K -9,610 -68%
TFA
546
Teamwork Financial Advisors
Texas
$473K +$345K +4,504 New
PF
547
Phoenix Financial
Israel
$473K +$370K +4,834 New
RCM
548
RB Capital Management
Nevada
$468K +$341K +4,460 New
HCM
549
Hodges Capital Management
Texas
$462K -$3.18M -41,515 -90%
LS
550
Livforsakringsbolaget Skandia
Sweden
$462K +$61.2K +800 +22%
20 21
22
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