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Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
EDRH
601
Edmond de Rothschild Holding
Switzerland
$337K +$127K +1,700 +38%
UB
602
UMB Bank
Missouri
$335K -$3.75M -50,287 -89%
PPA
603
Painted Porch Advisors
California
$335K – – –
MG
604
Marex Group
$334K -$839K -11,235 -65%
V
605
ViaWealth
Kansas
$332K +$67.2K +900 +17%
MA
606
MBA Advisors
Pennsylvania
$329K -$5.97K -80 -1%
SC
607
Savant Capital
Illinois
$328K +$1.34K +18 +0.3%
SC
608
Scotia Capital
Ontario, Canada
$327K -$1.76M -23,570 -80%
BTWM
609
Baker Tilly Wealth Management
Wisconsin
$324K +$24.6K +330 +6%
MCM
610
MAI Capital Management
Ohio
$323K -$597 -8 -0.1%
MAS
611
Meeder Advisory Services
Ohio
$321K -$131K -1,759 -23%
FAIM
612
Financial Advocates Investment Management
Washington
$321K -$46.7K -625 -10%
SSB
613
Sandy Spring Bank
Maryland
$320K – – –
PWP
614
Prasad Wealth Partners
Ohio
$320K -$3.28K -44 -0.7%
MWA
615
Moser Wealth Advisors
Washington
$319K -$29.9K -400 -6%
FFA
616
Farther Finance Advisors
California
$318K +$97.1K +1,301 +29%
SOW
617
State of Wyoming
Wyoming
$317K +$26.8K +359 +7%
KMWM
618
Keudell/Morrison Wealth Management
Oregon
$317K +$41.2K +552 +10%
DWM
619
Drive Wealth Management
Utah
$317K -$1.34M -17,900 -75%
KWA
620
Kingswood Wealth Advisors
California
$317K -$71.3K -955 -14%
CIAS
621
Capital Investment Advisory Services
North Carolina
$315K +$24.6K +330 +6%
PCA
622
Private Capital Advisors
Connecticut
$315K -$13.4M -179,253 -97%
LWM
623
LJI Wealth Management
Indiana
$313K +$431K +5,770 New
TCM
624
Teza Capital Management
Illinois
$307K +$421K +5,645 New
CI
625
Cigna Investments
Connecticut
$306K -$4.85K -65 -1%
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