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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
FRA
551
Frank Rimerman Advisors
California
$581K +$422 +6 +0.1%
CCM
552
Coldstream Capital Management
Washington
$578K +$39.9K +567 +8%
CI
553
CX Institutional
Indiana
$570K +$216K +3,069 +69%
CS
554
Clear Street
New York
$568K -$260K -3,702 -33%
BPC
555
Banque Pictet & Cie
Switzerland
$562K
QT
556
Quantbot Technologies
New York
$562K +$520K +7,399 New
NFG
557
Nations Financial Group
Iowa
$555K -$40.4K -575 -7%
CAG
558
Crestwood Advisors Group
Massachusetts
$546K +$143K +2,040 +40%
LNWTC
559
Laird Norton Wetherby Trust Company
Washington
$541K -$15.8K -225 -3%
Envestnet Portfolio Solutions
560
Envestnet Portfolio Solutions
Illinois
$524K +$47.5K +676 +11%
OC
561
Oppenheimer & Co
New York
$522K -$365K -5,198 -43%
HIP
562
HUB Investment Partners
Texas
$520K +$73.5K +1,045 +18%
TRCT
563
Tower Research Capital (TRC)
New York
$520K +$101K +1,442 +27%
GCM
564
Greenland Capital Management
New York
$519K +$480K +6,827 New
GT
565
Greenleaf Trust
Michigan
$518K -$27.2K -387 -5%
VCM
566
Versant Capital Management
Arizona
$509K +$43.2K +614 +10%
UAG
567
United Advisor Group
Ohio
$504K -$3.52K -50 -0.7%
AF
568
Allworth Financial
California
$504K +$76.4K +1,087 +20%
MAS
569
Meeder Advisory Services
Ohio
$502K +$464K +6,603 New
AG
570
AIA Group
Hong Kong
$500K +$463K +6,580 New
BP
571
Ballentine Partners
Massachusetts
$496K +$27.5K +391 +6%
SL
572
Sentinus LLC
Illinois
$495K +$458K +6,512 New
TGIA
573
Torrey Growth & Income Advisors
California
$482K -$457K -6,500 -51%
CFO
574
Callan Family Office
Pennsylvania
$481K -$20.2K -287 -4%
DA
575
Doliver Advisors
Texas
$480K -$10.8K -154 -2%