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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
UCMOK
626
United Capital Management of KS
Kansas
$283K -$765K -10,803 -68%
CCA
627
Column Capital Advisors
Indiana
$281K +$18.6K +262 +5%
TI
628
Truepoint Inc
Ohio
$280K
FMAEN1
629
Fund Management at Engine No 1
California
$280K +$920 +13 +0.3%
ACM
630
AlphaStar Capital Management
North Carolina
$279K -$7.15K -101 -2%
ICP
631
Interchange Capital Partners
Pennsylvania
$277K -$35.5K -501 -9%
AAIM
632
American Assets Investment Management
California
$275K
AWM
633
Avior Wealth Management
Nebraska
$274K +$2.83K +40 +0.8%
AO
634
Advisor OS
Illinois
$273K -$28.3K -399 -7%
SMH
635
Sanders Morris Harris
Texas
$272K +$20.3K +287 +6%
GKWIM
636
Gerber Kawasaki Wealth & Investment Management
California
$271K -$946K -13,356 -73%
Capstone Investment Advisors
637
Capstone Investment Advisors
New York
$271K -$340K -4,800 -49%
PA
638
Procyon Advisors
Connecticut
$268K -$34.4K -486 -9%
YCM
639
Yousif Capital Management
Michigan
$266K -$41.5K -586 -11%
S
640
Seeyond
France
$266K +$78.9K +1,115 +30%
PCM
641
Prelude Capital Management
New York
$265K -$668K -9,433 -66%
KMWM
642
Keudell/Morrison Wealth Management
Oregon
$264K +$340K +4,798 New
ACS
643
Archford Capital Strategies
Illinois
$261K +$336K +4,745 New
OSAM
644
O'Shaughnessy Asset Management
Connecticut
$259K +$24.9K +352 +8%
A
645
Apoletto
British Virgin Islands
$258K
LCM
646
Lattice Capital Management
Washington
$258K
CCM
647
Conway Capital Management
California
$255K
CB
648
CNB Bank
Pennsylvania
$255K -$31.3K -442 -9%
BFS
649
Bradley Foster & Sargent
Connecticut
$253K
PCA
650
Personal Capital Advisors
California
$253K +$56.5K +798 +21%