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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
601
Mirabella Financial Services
United Kingdom
$644K +$559K +3,959 New
TMAM
602
Tokio Marine Asset Management
Japan
$643K +$271K +1,920 +94%
SCM
603
Schnieders Capital Management
California
$639K – – –
TCWM
604
Total Clarity Wealth Management
Illinois
$632K – – –
IMRF
605
Illinois Municipal Retirement Fund
Illinois
$622K +$540K +3,828 New
SMC
606
Smith, Moore & Co
Missouri
$619K +$78.2K +554 +17%
OPS
607
Orion Portfolio Solutions
Nebraska
$615K +$32.6K +231 +7%
CI
608
Cigna Investments
Connecticut
$613K +$17.4K +123 +3%
FANJ
609
Financial Architects (New Jersey)
New Jersey
$607K +$167K +1,181 +46%
LS
610
Livforsakringsbolaget Skandia
Sweden
$601K -$98.8K -700 -16%
KWM
611
Kingsview Wealth Management
Oregon
$592K +$2.96K +21 +0.6%
PAS
612
Partnervest Advisory Services
California
$585K +$11.6K +82 +2%
AFP
613
Ausdal Financial Partners
Iowa
$581K -$26.1K -185 -5%
HH
614
Hilltop Holdings
Texas
$578K +$502K +3,553 New
TFS
615
TrustCore Financial Services
Tennessee
$570K -$378K -2,675 -43%
HCMNY
616
Howard Capital Management (New York)
New York
$569K – – –
PVH
617
Psagot Value Holdings
Israel
$569K – – –
TM
618
Tiger Management
New York
$569K +$494K +3,500 New
SLAM
619
Swiss Life Asset Management
$569K – – –
WA
620
Wealth Alliance
New York
$560K -$114K -810 -19%
UCMOK
621
United Capital Management of KS
Kansas
$557K +$53.2K +377 +12%
TEC
622
Tiger Eye Capital
Tennessee
$556K – – –
PCG
623
Private Capital Group
Connecticut
$555K -$8.05K -57 -2%
PG
624
Pendal Group
Australia
$552K +$18.9K +134 +4%
RWB
625
RMR Wealth Builders
New Jersey
$546K +$40.2K +285 +9%
23 24
25
26 27