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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
551
Evoke Wealth
California
$447K +$181K +2,420 +64%
MCC
552
Malaga Cove Capital
California
$447K -$27.9K -373 -6%
PPA
553
Painted Porch Advisors
California
$446K – – –
JC
554
JB Capital
Connecticut
$445K -$25K -334 -5%
HIIFS
555
Harel Insurance Investments & Financial Services
Israel
$440K +$24K +321 +6%
HVCM
556
Hel Ved Capital Management
Hong Kong
$438K -$4.5M -60,170 -91%
A
557
AlphaQuest
New York
$429K +$216K +2,884 +95%
AUB
558
Atlantic Union Bankshares
Virginia
$426K – – –
JC
559
JBGlobal.com
New York
$422K -$10.9K -145 -2%
SIC
560
Salem Investment Counselors
North Carolina
$421K +$161K +2,157 +59%
DA
561
Doliver Advisors
Texas
$419K -$1.87K -25 -0.4%
PWP
562
Prasad Wealth Partners
Ohio
$417K -$5.24K -70 -1%
KCM
563
KRS Capital Management
Michigan
$416K +$23.2K +310 +6%
RC
564
Rahlfs Capital
Texas
$413K +$22.5K +300 +6%
FRA
565
Frank Rimerman Advisors
California
$409K +$177K +2,368 +72%
CL
566
Choreo LLC
Illinois
$403K +$7.78K +104 +2%
PIA
567
Powell Investment Advisors
Florida
$402K – – –
SW
568
SteelPeak Wealth
California
$402K +$88.8K +1,187 +27%
FTWA
569
Fifth Third Wealth Advisors
Ohio
$401K +$416K +5,552 New
GPWM
570
Grant Private Wealth Management
California
$399K +$413K +5,524 New
DIM
571
DC Investments Management
Virginia
$393K – – –
CI
572
Cigna Investments
Connecticut
$392K – – –
CB
573
Commerce Bank
Missouri
$386K -$99.8K -1,333 -20%
VIPI
574
Vista Investment Partners II
Indiana
$385K +$13.8K +184 +4%
AF
575
Allworth Financial
California
$385K +$103K +1,371 +35%
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