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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
526
Focus Financial Network
Minnesota
$1.38M +$825K +6,814 +204%
GC
527
Gould Capital
Washington
$1.37M +$1.2M +9,935 +6,623%
AWM
528
Axxcess Wealth Management
California
$1.36M +$57.4K +474 +5%
F
529
F3Logic
Minnesota
$1.36M +$293K +2,418 +32%
SF
530
Summit Financial
New Jersey
$1.36M +$966K +7,981 +392%
MAM
531
Monaco Asset Management
Monaco
$1.36M +$303K +2,500 +33%
MUAMU
532
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.36M +$1.21M +10,000 New
FTDI
533
First Trust Direct Indexing
Massachusetts
$1.35M +$457K +3,775 +61%
SLI
534
Sumitomo Life Insurance
Japan
$1.34M +$1.01M +8,348 +537%
BCV
535
Banque Cantonale Vaudoise
Switzerland
$1.34M +$19.5K +161 +2%
TRCT
536
Tower Research Capital (TRC)
New York
$1.34M +$489K +4,037 +69%
BTWM
537
Baker Tilly Wealth Management
Wisconsin
$1.33M +$991K +8,185 +502%
SWM
538
SeaCrest Wealth Management
New York
$1.32M +$464K +3,830 +64%
IAA
539
Independent Advisor Alliance
North Carolina
$1.32M +$15.4K +127 +1%
MA
540
Mutual Advisors
Nebraska
$1.31M +$27.1K +224 +2%
BPC
541
Banque Pictet & Cie
Switzerland
$1.31M – – –
NIA
542
NIA Impact Advisors
California
$1.31M -$2.47M -20,372 -68%
AMCA
543
Arthur M. Cohen & Associates
Illinois
$1.29M -$8.35K -69 -0.7%
JAIC
544
Josh Arnold Investment Consultant
Minnesota
$1.27M +$1.13M +9,350 New
MMG
545
Monetary Management Group
Missouri
$1.26M +$72.6K +600 +7%
RJT
546
Raymond James Trust
Florida
$1.23M +$279K +2,308 +34%
PA
547
Parallel Advisors
California
$1.23M -$332K -2,742 -24%
WAP
548
Wealthcare Advisory Partners
Pennsylvania
$1.21M +$107K +886 +11%
MIM
549
Moseley Investment Management
Florida
$1.2M -$35.2K -291 -3%
HWM
550
HB Wealth Management
Georgia
$1.2M +$156K +1,287 +17%
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