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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
UB
601
UMB Bank
Missouri
$335K -$3.75M -50,287 -89%
PPA
602
Painted Porch Advisors
California
$335K – – –
MG
603
Marex Group
$334K -$839K -11,235 -65%
V
604
ViaWealth
Kansas
$332K +$67.2K +900 +17%
MA
605
MBA Advisors
Pennsylvania
$329K -$5.97K -80 -1%
SC
606
Savant Capital
Illinois
$328K +$1.34K +18 +0.3%
SC
607
Scotia Capital
Ontario, Canada
$327K -$1.76M -23,570 -80%
BTWM
608
Baker Tilly Wealth Management
Wisconsin
$324K +$24.6K +330 +6%
MCM
609
MAI Capital Management
Ohio
$323K -$597 -8 -0.1%
MAS
610
Meeder Advisory Services
Ohio
$321K -$131K -1,759 -23%
FAIM
611
Financial Advocates Investment Management
Washington
$321K -$46.7K -625 -10%
SSB
612
Sandy Spring Bank
Maryland
$320K – – –
PWP
613
Prasad Wealth Partners
Ohio
$320K -$3.28K -44 -0.7%
MWA
614
Moser Wealth Advisors
Washington
$319K -$29.9K -400 -6%
FFA
615
Farther Finance Advisors
California
$318K +$97.1K +1,301 +29%
SOW
616
State of Wyoming
Wyoming
$317K +$26.8K +359 +7%
KMWM
617
Keudell/Morrison Wealth Management
Oregon
$317K +$41.2K +552 +10%
DWM
618
Drive Wealth Management
Utah
$317K -$1.34M -17,900 -75%
KWA
619
Kingswood Wealth Advisors
California
$317K -$71.3K -955 -14%
CIAS
620
Capital Investment Advisory Services
North Carolina
$315K +$24.6K +330 +6%
PCA
621
Private Capital Advisors
Connecticut
$315K -$13.4M -179,253 -97%
LWM
622
LJI Wealth Management
Indiana
$313K +$431K +5,770 New
TCM
623
Teza Capital Management
Illinois
$307K +$421K +5,645 New
CI
624
Cigna Investments
Connecticut
$306K -$4.85K -65 -1%
OIA
625
OneDigital Investment Advisors
Kansas
$303K +$224 +3 +0.1%
23 24
25
26 27