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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
601
Financial Advocates Investment Management
Washington
$355K +$259K +3,380 New
AGA
602
Arkos Global Advisors
Texas
$353K +$257K +3,362 New
PCM
603
Penserra Capital Management
California
$351K +$95.2K +1,243 +58%
CCA
604
Column Capital Advisors
Indiana
$346K +$49.1K +642 +24%
EWA
605
Exencial Wealth Advisors
Oklahoma
$344K +$251K +3,275 New
PG
606
Pendal Group
Australia
$342K -$715K -9,336 -74%
WU
607
Wealthsimple US
New York
$342K -$193K -2,522 -44%
SMC
608
Smith, Moore & Co
Missouri
$342K +$249K +3,255 New
CCA
609
Checchi Capital Advisers
California
$339K +$247K +3,231 New
VLC
610
Van Leeuwen & Company
New Jersey
$338K -$102K -1,338 -29%
CWS
611
Cypress Wealth Services
California
$338K +$246K +3,218 New
BUB
612
BBVA USA Bancshares
Texas
$338K +$247K +3,222 New
WCWM
613
Willow Creek Wealth Management
California
$337K -$76.6K -1,000 -24%
WP
614
WealthPLAN Partners
Nebraska
$336K +$180K +2,349 New
RE
615
RBC Europe
United Kingdom
$332K -$5.67K -74 -2%
PAS
616
Park Avenue Securities
New York
$328K +$239K +3,121 New
OGC
617
Oak Grove Capital
New Hampshire
$326K -$1.52M -19,836 -86%
DT
618
Diversified Trust
Tennessee
$324K +$236K +3,089 New
RWB
619
RMR Wealth Builders
New Jersey
$323K +$235K +3,074 New
CS
620
Comerica Securities
Michigan
$322K +$235K +3,066 New
IWC
621
Integrated Wealth Concepts
Massachusetts
$322K +$235K +3,068 New
SF
622
Synovus Financial
Georgia
$320K -$389K -5,075 -62%
UCMOK
623
United Capital Management of KS
Kansas
$320K +$234K +3,050 New
CA
624
Clearstead Advisors
Ohio
$319K – – –
FNBOO
625
First National Bank of Omaha
Nebraska
$318K +$232K +3,034 New
23 24
25
26 27