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Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
551
American Trust
Kentucky
$427K +$15.9K +224 +3%
WSFS
552
Wilmington Savings Fund Society
Delaware
$419K +$496 +7 +0.1%
CCMT
553
CMT Capital Markets Trading
Germany
$412K +$531K +7,500 New
MTIM
554
Marathon Trading Investment Management
Pennsylvania
$409K +$527K +7,440 New
MA
555
Mutual Advisors
Nebraska
$407K -$185K -2,610 -26%
IWM
556
IHT Wealth Management
Illinois
$407K +$47.8K +675 +10%
NIP
557
Nicholas Investment Partners
California
$398K – – –
RCM
558
RB Capital Management
Nevada
$397K -$17.6K -248 -3%
PWS
559
Precision Wealth Strategies
Missouri
$394K -$151K -2,128 -24%
KWM
560
Kingsview Wealth Management
Oregon
$394K -$86.6K -1,223 -15%
BIAS
561
Beacon Investment Advisory Services
New Jersey
$394K -$26.2K -370 -5%
MYAM
562
Meiji Yasuda Asset Management
Japan
$392K -$62.9K -889 -11%
BF
563
BOK Financial
Oklahoma
$392K -$54.7K -773 -10%
MWA
564
Meridian Wealth Advisors
Texas
$388K -$1.77K -25 -0.4%
HH
565
Hilltop Holdings
Texas
$383K -$11.2K -158 -2%
AWM
566
Apollon Wealth Management
South Carolina
$381K -$32.1K -453 -6%
LNWWM
567
Laird Norton Wetherby Wealth Management
California
$375K +$48.1K +680 +11%
TFP
568
Tilia Fiduciary Partners
North Carolina
$373K +$113K +1,599 +30%
CC
569
Cipher Capital
New York
$370K +$476K +6,720 New
RWM
570
Ritholtz Wealth Management
New York
$369K +$475K +6,706 New
GCM
571
Gables Capital Management
Florida
$368K -$3.54K -50 -0.7%
OWA
572
Octavia Wealth Advisors
Ohio
$368K +$22K +311 +5%
NFC
573
Northeast Financial Consultants
Connecticut
$365K +$17.8K +251 +4%
WA
574
WP Advisors
California
$365K +$29.2K +413 +7%
FAIM
575
Financial Advocates Investment Management
Washington
$364K -$21.5K -304 -4%
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