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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
EGM
576
Engineers Gate Manager
New York
$386K +$420K +5,616 New
CPIG
577
Chicago Partners Investment Group
Illinois
$379K +$440K +5,877 New
CCA
578
Cravens & Co Advisors
Tennessee
$378K +$6.74K +90 +2%
WA
579
WP Advisors
California
$377K -$7.49K -100 -2%
ACA
580
Atlas Capital Advisors
Wyoming
$377K – – –
RDWM
581
Red Door Wealth Management
Tennessee
$376K +$5.99K +80 +1%
GWM
582
Geneos Wealth Management
Colorado
$376K +$57.9K +773 +16%
AAM
583
Azzad Asset Management
Virginia
$373K +$23K +307 +6%
V
584
Veritable
Delaware
$371K +$55.7K +744 +16%
TFP
585
Tilia Fiduciary Partners
North Carolina
$370K -$146K -1,954 -27%
JHCP
586
Jackson Hole Capital Partners
Oklahoma
$369K +$137K +1,829 +52%
CCA
587
Column Capital Advisors
Indiana
$368K – – –
SIG
588
Sargent Investment Group
Maryland
$365K -$2.87M -38,285 -88%
ICM
589
Ionic Capital Management
New York
$363K +$396K +5,287 New
MOS
590
MGO One Seven
Ohio
$362K -$35.9K -480 -8%
FCH
591
Freestone Capital Holdings
Washington
$359K +$22.5K +301 +6%
GT
592
Greenleaf Trust
Michigan
$357K +$30.8K +412 +9%
TFS
593
Thoroughbred Financial Services
Tennessee
$357K -$69.2K -924 -15%
CA
594
Carson Advisory
Georgia
$356K – – –
BP
595
Ballentine Partners
Massachusetts
$356K +$59.7K +797 +18%
1IA
596
1620 Investment Advisors
Massachusetts
$355K +$755K +10,085 New
PA
597
Procyon Advisors
Connecticut
$354K +$35.4K +473 +10%
AWA
598
Aaron Wealth Advisors
Illinois
$353K -$13.5K -180 -3%
IA
599
IFP Advisors
Florida
$353K -$253K -3,379 -36%
ICG
600
InterOcean Capital Group
Tennessee
$351K +$33.1K +442 +9%
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