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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
576
Malaga Cove Capital
California
$385K +$16.8K +225 +3%
AWM
577
AE Wealth Management
Kansas
$370K +$270K +3,622 +114%
BP
578
Ballentine Partners
Massachusetts
$369K -$60.4K -809 -11%
TCM
579
Tran Capital Management
California
$368K – – –
TSS
580
Two Sigma Securities
New York
$365K -$85.8K -1,149 -15%
AAS
581
Ameritas Advisory Services
Nebraska
$364K +$449K +6,013 New
QWM
582
Quadcap Wealth Management
Texas
$363K -$210K -2,817 -30%
MOS
583
MGO One Seven
Ohio
$360K -$415K -5,561 -46%
CC
584
Centiva Capital
New York
$358K -$302K -4,048 -38%
GC
585
Guggenheim Capital
Illinois
$354K +$298K +3,989 +158%
JFG
586
Jefferies Financial Group
New York
$353K +$485K +6,500 New
S
587
SignatureFD
Georgia
$353K -$40.5K -542 -8%
JWCA
588
J.W. Cole Advisors
Florida
$352K +$483K +6,473 New
BCI
589
Brinker Capital Investments
Pennsylvania
$351K -$336K -4,502 -41%
OPS
590
Orion Portfolio Solutions
Nebraska
$351K -$336K -4,502 -41%
RIA
591
Realta Investment Advisors
Delaware
$350K -$34.9K -467 -7%
I
592
InceptionR
California
$349K -$146K -1,954 -23%
NP
593
Nilsine Partners
Colorado
$349K -$25.5K -342 -5%
JC
594
JB Capital
Connecticut
$347K -$1.19K -16 -0.3%
CF
595
Corebridge Financial
Texas
$344K -$17.2K -231 -4%
OF
596
Optimize Financial
California
$343K +$79.6K +1,066 +20%
DA
597
Doliver Advisors
Texas
$341K -$1.79K -24 -0.4%
GWM
598
Geneos Wealth Management
Colorado
$339K +$39.7K +532 +9%
EDRH
599
Edmond de Rothschild Holding
Switzerland
$337K +$127K +1,700 +38%
UB
600
UMB Bank
Missouri
$335K -$3.75M -50,287 -89%
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