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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
551
International Assets Investment Management
Florida
$469K +$92.7K +1,503 +25%
LNWWM
552
Laird Norton Wetherby Wealth Management
California
$468K +$39.7K +644 +9%
TFP
553
Tilia Fiduciary Partners
North Carolina
$461K +$22.9K +371 +5%
WSFS
554
Wilmington Savings Fund Society
Delaware
$461K -$16.8K -272 -4%
SFG
555
Synergy Financial Group
California
$461K -$149K -2,421 -25%
UB
556
UMB Bank
Missouri
$459K +$57.4K +931 +15%
MCC
557
Money Concepts Capital
Florida
$458K +$322K +5,211 +251%
RLWM
558
RF&L Wealth Management
Massachusetts
$457K +$449K +7,275 New
NIP
559
Nicholas Investment Partners
California
$454K – – –
AO
560
Advisor OS
Illinois
$454K +$139K +2,258 +45%
MA
561
Mutual Advisors
Nebraska
$441K -$23.8K -385 -5%
LTAS
562
Linden Thomas Advisory Services
North Carolina
$438K +$430K +6,972 New
IWM
563
IHT Wealth Management
Illinois
$438K -$26.3K -426 -6%
MYAM
564
Meiji Yasuda Asset Management
Japan
$437K -$11.7K -190 -3%
LWM
565
Lyell Wealth Management
California
$433K -$719K -11,658 -63%
AWM
566
Apollon Wealth Management
South Carolina
$432K -$3.27K -53 -0.8%
PIM
567
Profit Investment Management
Maryland
$429K +$32K +518 +8%
KWM
568
Kingsview Wealth Management
Oregon
$426K -$24.5K -397 -6%
TCM
569
Tran Capital Management
California
$425K -$171K -2,771 -29%
OWA
570
Octavia Wealth Advisors
Ohio
$421K +$740 +12 +0.2%
PA
571
Parallel Advisors
California
$419K -$183K -2,964 -31%
GCM
572
Gables Capital Management
Florida
$419K -$1.23K -20 -0.3%
NFC
573
Northeast Financial Consultants
Connecticut
$418K – – –
SS
574
Sunbelt Securities
Texas
$416K +$18.5K +300 +5%
RIM
575
Regent Investment Management
Kentucky
$413K -$105K -1,695 -20%
21 22
23
24 25