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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
576
Sigma Planning Corp
Michigan
$473K +$18.3K +261 +4%
PPA
577
Painted Porch Advisors
California
$473K – – –
OIA
578
Oakmont Investment Advisors
Pennsylvania
$471K +$436K +6,200 New
AUB
579
Atlantic Union Bankshares
Virginia
$470K +$19.3K +275 +5%
SAI
580
Savvy Advisors Inc
New York
$463K +$102K +1,449 +31%
AWM
581
Avior Wealth Management
Nebraska
$462K +$13.6K +193 +3%
VIPI
582
Vista Investment Partners II
Indiana
$461K +$61.8K +879 +17%
OWCM
583
One Wealth Capital Management
Arizona
$460K +$219K +3,120 +106%
MOS
584
MGO One Seven
Ohio
$460K -$154K -2,184 -27%
OAM
585
Ostrum Asset Management
France
$460K – – –
MMC
586
Mizuho Markets Cayman
Cayman Islands
$458K +$161K +2,292 +61%
TAM
587
Trust Asset Management
Texas
$457K -$4.99K -71 -1%
7WCP
588
71 West Capital Partners
Massachusetts
$444K +$411K +5,845 New
ATS
589
Ashton Thomas Securities
New York
$435K +$43.9K +624 +12%
QCM
590
Qsemble Capital Management
New York
$434K +$401K +5,711 New
AWE
591
Avidian Wealth Enterprises
Texas
$434K +$11.7K +166 +3%
IFU
592
iSAM Funds (UK)
United Kingdom
$433K +$401K +5,700 New
KMWM
593
Keudell/Morrison Wealth Management
Oregon
$431K -$14.1K -200 -3%
BAAM
594
Baker Avenue Asset Management
California
$426K +$80.1K +1,139 +26%
VSQM
595
V-Square Quantitative Management
Illinois
$424K -$33.9K -482 -8%
FSBI
596
Fearless Solutions (Best Invest)
Texas
$423K -$98.4K -1,400 -20%
PIA
597
Powell Investment Advisors
Florida
$420K – – –
AWM
598
Arista Wealth Management
Nevada
$418K +$387K +5,500 New
BWP
599
Balboa Wealth Partners
Arizona
$416K -$154K -2,195 -29%
SCA
600
Snowden Capital Advisors
New York
$415K +$25.1K +357 +7%
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