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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
626
Arete Wealth Advisors
Illinois
$314K -$378K -4,941 -62%
QT
627
Quantamental Technologies
New York
$311K -$173K -2,257 -43%
NP
628
NorthRock Partners
Minnesota
$311K +$227K +2,964 New
SCA
629
Spearhead Capital Advisors
Florida
$310K +$226K +2,950 New
QPWM
630
Quadrant Private Wealth Management
Pennsylvania
$306K +$223K +2,916 New
HWM
631
Howard Wealth Management
Connecticut
$302K +$221K +2,881 New
SUT
632
SC US (TTGP)
California
$300K -$34M -443,843 -99%
CGH
633
Crossmark Global Holdings
Texas
$299K +$218K +2,845 New
FWM
634
Focused Wealth Management
New York
$298K – – –
FFS
635
Founders Financial Securities
Maryland
$298K +$188K +2,451 New
FT
636
Fiduciary Trust
Massachusetts
$298K +$217K +2,835 New
OC
637
Oarsman Capital
Wisconsin
$298K +$217K +2,836 New
SIC
638
SFE Investment Counsel
California
$296K +$216K +2,822 New
QI
639
QS Investors
New York
$294K +$23K +300 +12%
FAS
640
Formuepleje A/S
Denmark
$294K +$214K +2,799 New
DWM
641
Dorchester Wealth Management
Quebec, Canada
$293K +$214K +2,790 New
GAM
642
Griffin Asset Management
New York
$293K +$214K +2,793 New
EWA
643
Evolution Wealth Advisors
Florida
$292K +$56.7K +740 +36%
CPA
644
Clear Perspective Advisors
Illinois
$292K +$213K +2,786 New
CBT
645
Central Bank & Trust
Kentucky
$291K +$118K +1,540 +125%
MMA
646
Miracle Mile Advisors
California
$291K +$212K +2,769 New
CAMG
647
CWA Asset Management Group
Florida
$285K +$208K +2,720 New
MHR
648
Matthew Hamilton Rosenberg
$283K +$114K +1,488 +123%
LOAMU
649
Lombard Odier Asset Management (USA)
New York
$283K +$207K +2,699 New
FPCP
650
Fort Point Capital Partners
California
$283K +$207K +2,700 New
24 25
26
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