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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
576
Lazari Capital Management
California
$463K -$15.5K -275 -4%
SSB
577
Sandy Spring Bank
Maryland
$462K – – –
UB
578
UMB Bank
Missouri
$453K +$12.3K +217 +4%
CF
579
Cantor Fitzgerald
New York
$453K +$11.3K +200 New
AAM
580
Azzad Asset Management
Virginia
$452K +$509 +9 +0.2%
CI
581
Cigna Investments
Connecticut
$452K +$4.64K +82 +1%
SFG
582
Synergy Financial Group
California
$451K -$9.67K -171 -3%
PPP
583
Private Portfolio Partners
New Jersey
$451K – – –
JHCP
584
Jackson Hole Capital Partners
Oklahoma
$450K +$329K +5,819 New
IA
585
IFP Advisors
Florida
$449K +$66.9K +1,184 +26%
WLG
586
Williamson Legacy Group
Indiana
$443K +$324K +5,724 New
TVAMP
587
Tennessee Valley Asset Management Partners
Tennessee
$441K +$322K +5,700 New
OAM
588
Ostrum Asset Management
France
$438K +$242K +4,279 +309%
NP
589
Nilsine Partners
Colorado
$438K -$37.4K -661 -10%
WT
590
Whittier Trust
California
$437K +$135K +2,393 +73%
CIM
591
CIM Investment Management
Pennsylvania
$435K – – –
SFP
592
Sweet Financial Partners
Minnesota
$434K +$21.8K +385 +7%
CGH
593
Crossmark Global Holdings
Texas
$430K -$20.2K -358 -6%
CIAS
594
Capital Investment Advisory Services
North Carolina
$430K -$14K -248 -4%
VCP
595
Verus Capital Partners
Arizona
$429K -$5.32K -94 -2%
DWT
596
Dorsey & Whitney Trust
South Dakota
$425K +$311K +5,492 New
ACA
597
Atlas Capital Advisors
Wyoming
$424K – – –
DAS
598
Dynamic Advisor Solutions
Arizona
$424K +$10.2K +180 +3%
BPA
599
Beacon Pointe Advisors
California
$422K -$113K -1,992 -27%
CAM
600
Covenant Asset Management
New Jersey
$420K -$31.1K -550 -9%
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