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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
576
Column Capital Advisors
Indiana
$733K +$171K +1,212 +37%
GAG
577
GM Advisory Group
New York
$730K +$70.6K +500 +13%
MRCM
578
M&R Capital Management
New Jersey
$724K +$277K +1,960 +78%
VIA
579
Vident Investment Advisory
Georgia
$719K +$125K +887 +25%
TC
580
TwinBeech Capital
New York
$711K -$5.89M -41,733 -91%
CT
581
Coastline Trust
Rhode Island
$707K -$148K -1,050 -19%
FB
582
Fulton Bank
Pennsylvania
$707K +$614K +4,349 New
SEC
583
Seven Eight Capital
New York
$705K +$311K +2,200 +103%
MIM
584
Moseley Investment Management
Florida
$704K +$612K +4,331 New
MYLI
585
Meiji Yasuda Life Insurance
Japan
$701K -$44.5K -315 -7%
CAGAS
586
Capital Advisory Group Advisory Services
Minnesota
$698K -$48.3K -342 -7%
NCM
587
Next Capital Management
New York
$698K – – –
SS
588
Sunbelt Securities
Texas
$698K +$79.5K +563 +15%
CCP
589
Corient Capital Partners
California
$693K +$602K +4,265 New
RE
590
RBC Europe
United Kingdom
$683K +$147K +1,038 +33%
FA
591
FCG Advisors
New Jersey
$680K -$25K -177 -4%
TCM
592
Teza Capital Management
Illinois
$679K -$2.19M -15,500 -79%
LWM
593
Lyell Wealth Management
California
$664K +$17.2K +122 +3%
MIG
594
McGuire Investment Group
Rhode Island
$663K – – –
MPW
595
Monterey Private Wealth
California
$656K – – –
RBFC
596
Roman Butler Fullerton & Co
Missouri
$651K -$176K -1,250 -24%
PIM
597
Profit Investment Management
Maryland
$650K -$84.4K -598 -13%
CST
598
Charles Schwab Trust
Nevada
$650K – – –
WWM
599
WT Wealth Management
Arizona
$646K -$54.6K -387 -9%
CG
600
Caprock Group
Idaho
$646K +$561K +3,975 New
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