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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
VSQM
551
V-Square Quantitative Management
Illinois
$365K -$8.7K -143 -2%
OAM
552
Ostrum Asset Management
France
$364K +$287K +4,721 +356%
SPC
553
Sigma Planning Corp
Michigan
$359K -$120K -1,967 -25%
AUB
554
Atlantic Union Bankshares
Virginia
$356K -$1.28K -21 -0.4%
IIM
555
Intact Investment Management
Quebec, Canada
$355K -$73K -1,200 -17%
AWM
556
Avior Wealth Management
Nebraska
$354K -$107K -1,766 -23%
KMWM
557
Keudell/Morrison Wealth Management
Oregon
$353K +$28.8K +474 +9%
HIP
558
HUB Investment Partners
Texas
$349K +$25.8K +425 +8%
RSWM
559
Robertson Stephens Wealth Management
California
$345K -$21.2K -348 -6%
BJL
560
Brighton Jones LLC
Washington
$344K +$347K +5,715 New
SDIC
561
South Dakota Investment Council
South Dakota
$343K – – –
AU
562
AlphaGrep UK
$334K +$83.9K +1,380 +33%
AF
563
Allworth Financial
California
$334K +$17.6K +289 +6%
AWE
564
Avidian Wealth Enterprises
Texas
$333K +$29.7K +489 +10%
PIA
565
Powell Investment Advisors
Florida
$333K – – –
IWA
566
Icon Wealth Advisors
Texas
$332K +$10K +165 +4%
MC
567
Machina Capital
France
$327K +$330K +5,434 New
TRCT
568
Tower Research Capital (TRC)
New York
$325K -$952K -15,662 -74%
KCFA
569
Key Client Fiduciary Advisors
New Jersey
$324K -$18.7K -307 -5%
PWP
570
Prasad Wealth Partners
Ohio
$324K -$5.78K -95 -2%
OCA
571
OpenArc Corporate Advisory
Georgia
$323K +$99.5K +1,636 +44%
CIM
572
CIM Investment Management
Pennsylvania
$319K +$365 +6 +0.1%
V
573
ViaWealth
Kansas
$319K +$26.9K +443 +9%
RC
574
Rahlfs Capital
Texas
$316K – – –
JC
575
JB Capital
Connecticut
$314K +$122 +2 +0%
21 22
23
24 25