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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
551
American International Group
New York
$282K -$25.2K -407 -6%
NP
552
Nilsine Partners
Colorado
$280K +$2.79K +45 +0.7%
LCM
553
Lazari Capital Management
California
$277K -$39.8K -642 -9%
PAS
554
Park Avenue Securities
New York
$277K -$905K -14,612 -70%
GWM
555
Geneos Wealth Management
Colorado
$276K +$1.86K +30 +0.5%
V
556
ViaWealth
Kansas
$274K -$85.1K -1,375 -18%
YCM
557
Yousif Capital Management
Michigan
$274K +$16.1K +260 +4%
DAS
558
Dynamic Advisor Solutions
Arizona
$272K +$133K +2,146 +54%
CGH
559
Crossmark Global Holdings
Texas
$272K +$116K +1,871 +46%
HWAM
560
Hennion & Walsh Asset Management
New Jersey
$270K -$202K -3,260 -35%
NW
561
NewEdge Wealth
Pennsylvania
$267K +$373K +6,028 New
FBC
562
Fairfield, Bush & Co
Connecticut
$266K -$862K -13,925 -70%
SFG
563
Synergy Financial Group
California
$266K -$5.95K -96 -2%
CAM
564
Covenant Asset Management
New Jersey
$265K -$18.6K -300 -5%
SSB
565
Sandy Spring Bank
Maryland
$264K +$318K +5,140 +616%
LNC
566
Lincoln National Corp
Pennsylvania
$263K -$143K -2,310 -28%
NIP
567
Nicholas Investment Partners
California
$259K +$60.4K +975 +20%
AAM
568
Azzad Asset Management
Virginia
$258K +$46.7K +754 +15%
BCM
569
BTC Capital Management
Iowa
$258K -$17.7K -286 -5%
PPP
570
Private Portfolio Partners
New Jersey
$258K -$8.86K -143 -2%
CIAS
571
Capital Investment Advisory Services
North Carolina
$257K -$619 -10 -0.2%
CI
572
Cigna Investments
Connecticut
$255K – – –
CCB
573
Cutter & Co Brokerage
Missouri
$254K – – –
VCP
574
Verus Capital Partners
Arizona
$250K – – –
UB
575
UMB Bank
Missouri
$250K -$67.2K -1,085 -16%
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