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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
576
CIM Investment Management
Pennsylvania
$249K -$7.55K -122 -2%
SFI
577
Siemens Fonds Invest
Germany
$249K -$156K -2,514 -31%
NYLIM
578
New York Life Investment Management
New York
$249K +$32.7K +528 +10%
GAA
579
Green Alpha Advisors
Colorado
$247K -$431K -6,963 -55%
CA
580
Carson Advisory
Georgia
$247K +$31.4K +507 +10%
S
581
SignatureFD
Georgia
$246K -$119K -1,924 -26%
YDMI
582
Y.D. More Investments
Israel
$246K -$65.5K -1,058 -18%
ACA
583
Atlas Capital Advisors
Wyoming
$243K – – –
CWP
584
Cyndeo Wealth Partners
Florida
$241K +$10.3K +167 +3%
LNWWM
585
Laird Norton Wetherby Wealth Management
California
$240K -$127K -2,052 -27%
XS
586
XR Securities
Illinois
$239K +$335K +5,409 New
RDWM
587
Red Door Wealth Management
Tennessee
$239K – – –
KMWM
588
Keudell/Morrison Wealth Management
Oregon
$238K – – –
CCA
589
Column Capital Advisors
Indiana
$237K – – –
BCI
590
Brinker Capital Investments
Pennsylvania
$236K -$264K -4,264 -44%
OPS
591
Orion Portfolio Solutions
Nebraska
$236K -$264K -4,264 -44%
CCA
592
Cravens & Co Advisors
Tennessee
$235K -$12.6K -203 -4%
PGWM
593
Pitti Group Wealth Management
New York
$233K +$23.3K +377 +8%
MWA
594
Moser Wealth Advisors
Washington
$233K +$37.3K +603 +13%
SFP
595
Sweet Financial Partners
Minnesota
$231K +$324K +5,226 New
HIM
596
Hillsdale Investment Management
Ontario, Canada
$230K -$99.1K -1,600 -24%
WA
597
WP Advisors
California
$229K -$8.79K -142 -3%
PA
598
Parallel Advisors
California
$228K -$39.8K -643 -11%
EPA
599
Element Pointe Advisors
Florida
$225K +$9.47K +153 +3%
WP
600
Woodline Partners
California
$225K +$59K +953 +23%
22 23
24
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