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Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
576
Beacon Pointe Advisors
California
$1.89M +$1.51M +6,519 +536%
MMG
577
Monetary Management Group
Missouri
$1.87M -$10.4K -45 -0.6%
HZ
578
Hixon Zuercher
Ohio
$1.87M +$163K +703 +10%
DCM
579
Decatur Capital Management
Georgia
$1.83M -$1.15M -4,950 -40%
LWAC
580
Laurel Wealth Advisors (California)
California
$1.83M +$19.9K +86 +1%
BFO
581
Boston Family Office
Massachusetts
$1.83M – – –
NW
582
NewEdge Wealth
Pennsylvania
$1.82M -$316K -1,363 -15%
VAS
583
Vestmark Advisory Solutions
Massachusetts
$1.82M -$143K -616 -8%
GT
584
Glenmede Trust
Pennsylvania
$1.82M -$606K -2,611 -26%
BCM
585
Brookstone Capital Management
Illinois
$1.81M +$797K +3,438 +84%
WSFS
586
Wilmington Savings Fund Society
Delaware
$1.81M – – –
BAM
587
Belpointe Asset Management
Nevada
$1.8M +$177K +763 +12%
AI
588
Atria Investments
North Carolina
$1.78M +$272K +1,171 +19%
AA
589
Altman Advisors
Illinois
$1.78M +$76.8K +331 +5%
FIM
590
Freedom Investment Management
Connecticut
$1.77M -$87K -375 -5%
DC
591
Davenport & Co
Virginia
$1.77M +$31.3K +135 +2%
IMRF
592
Illinois Municipal Retirement Fund
Illinois
$1.76M – – –
PFA
593
Paradigm Financial Advisors
Missouri
$1.75M +$721K +3,108 +76%
PIA
594
Perennial Investment Advisors
California
$1.75M -$34.8K -150 -2%
OIA
595
OneDigital Investment Advisors
Kansas
$1.75M -$427K -1,843 -20%
GWM
596
Geneos Wealth Management
Colorado
$1.75M -$239K -1,032 -12%
PWSG
597
Pacific Wealth Strategies Group
California
$1.74M +$30.4K +131 +2%
FTDI
598
First Trust Direct Indexing
Massachusetts
$1.74M +$1.26M +5,452 +324%
CCB
599
Cutter & Co Brokerage
Missouri
$1.72M +$39.4K +170 +2%
GCM
600
Gables Capital Management
Florida
$1.72M -$1.23M -5,315 -43%
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