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Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
UB
576
UMB Bank
Missouri
$350K -$21.1K -298 -4%
LWAC
577
Laurel Wealth Advisors (California)
California
$349K -$1.06K -15 -0.2%
SS
578
Sunbelt Securities
Texas
$348K -$6.02K -85 -1%
PIM
579
Profit Investment Management
Maryland
$347K – – –
MOS
580
MGO One Seven
Ohio
$344K -$48.6K -686 -10%
NAM
581
NorthCrest Asset Manangement
Minnesota
$344K -$5.31K -75 -1%
MIG
582
McGuire Investment Group
Rhode Island
$341K +$57.4K +811 +15%
CWA
583
Canvas Wealth Advisors
Kansas
$340K -$1.75M -24,666 -81%
CCP
584
Corient Capital Partners
California
$340K +$23.2K +327 +6%
MS
585
Mizuho Securities
Japan
$339K -$261K -3,691 -37%
FPAS
586
Focus Partners Advisor Solutions
Missouri
$337K +$93K +1,314 +27%
GWM
587
Geneos Wealth Management
Colorado
$332K -$73.2K -1,034 -15%
ACM
588
ACT Capital Management
Pennsylvania
$330K +$425K +6,000 New
PAM
589
Panagora Asset Management
Massachusetts
$328K – – –
IAIM
590
International Assets Investment Management
Florida
$328K +$4.11K +58 +1%
AC
591
Avestar Capital
New York
$322K +$6.58K +93 +2%
DAS
592
Dynamic Advisor Solutions
Arizona
$320K -$9.98K -141 -2%
EF
593
Empowered Funds
Pennsylvania
$320K +$80.1K +1,132 +24%
FCH
594
Freestone Capital Holdings
Washington
$319K -$83.5K -1,179 -17%
GT
595
Glenmede Trust
Pennsylvania
$318K -$115K -1,619 -22%
CCB
596
Cutter & Co Brokerage
Missouri
$318K – – –
BAM
597
Belpointe Asset Management
Nevada
$317K -$83.1K -1,173 -17%
GC
598
Guggenheim Capital
Illinois
$317K +$2.76K +39 +0.7%
EPA
599
Element Pointe Advisors
Florida
$317K +$35.4K +500 +10%
AFT
600
Alpha Family Trust
California
$316K -$1.75M -24,749 -81%
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