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XYZ

Block Inc
XYZ

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