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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
576
Keudell/Morrison Wealth Management
Oregon
$358K +$53.1K +850 +19%
CCA
577
Column Capital Advisors
Indiana
$357K – – –
WA
578
WP Advisors
California
$354K -$10.7K -171 -3%
SSG
579
Summit Securities Group
New York
$353K +$331K +5,300 New
CWP
580
Cyndeo Wealth Partners
Florida
$351K +$72.2K +1,155 +28%
SEC
581
Seven Eight Capital
New York
$351K +$329K +5,269 New
BCV
582
Banque Cantonale Vaudoise
Switzerland
$350K -$267K -4,280 -45%
TFS
583
Thoroughbred Financial Services
Tennessee
$346K -$187 -3 -0.1%
FCH
584
Freestone Capital Holdings
Washington
$345K -$2.87K -46 -0.9%
NYLIM
585
New York Life Investment Management
New York
$339K -$344K -5,508 -52%
SMH
586
Sanders Morris Harris
Texas
$339K +$320K +5,120 New
AAM
587
Azzad Asset Management
Virginia
$338K -$21.7K -348 -6%
CA
588
Carson Advisory
Georgia
$338K -$7K -112 -2%
ACS
589
Archford Capital Strategies
Illinois
$335K -$8K -128 -3%
AAIM
590
American Assets Investment Management
California
$333K – – –
FMLI
591
Fukoku Mutual Life Insurance
Japan
$331K -$40.4K -646 -11%
BCM
592
Brookstone Capital Management
Illinois
$330K +$66.1K +1,058 +28%
AC
593
Addison Capital
Pennsylvania
$329K – – –
EPA
594
Element Pointe Advisors
Florida
$329K – – –
DILIC
595
Dai-ichi Life Insurance Company
Japan
$326K – – –
PGWM
596
Pitti Group Wealth Management
New York
$326K +$24.5K +392 +9%
SB
597
Strategic Blueprint
Georgia
$325K -$10.7K -172 -3%
NIP
598
Nicholas Investment Partners
California
$324K – – –
RSWM
599
Robertson Stephens Wealth Management
California
$321K +$8.56K +137 +3%
SGA
600
Seaport Global Advisors
Massachusetts
$319K +$205K +3,276 +216%
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