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Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
626
BTC Capital Management
Iowa
$321K -$236K -3,819 -43%
ACM
627
AlphaStar Capital Management
North Carolina
$319K +$864 +14 +0.3%
RA
628
RFG Advisory
Alabama
$318K -$5.12K -83 -2%
PIA
629
Perennial Investment Advisors
California
$316K -$9.44K -153 -3%
AAIM
630
American Assets Investment Management
California
$314K – – –
TMC
631
Trellus Management Company
Florida
$314K +$309K +5,000 New
TCA
632
Transcend Capital Advisors
New Jersey
$313K -$11.3K -183 -4%
FCH
633
Freestone Capital Holdings
Washington
$309K -$54K -875 -15%
WAM
634
Werlinich Asset Management
Connecticut
$308K -$26.2K -425 -8%
AFP
635
Ausdal Financial Partners
Iowa
$306K -$27.6K -447 -8%
GT
636
Greenleaf Trust
Michigan
$301K +$296K +4,794 New
SB
637
Strategic Blueprint
Georgia
$300K +$12.3K +200 +4%
LC
638
Lindbrook Capital
California
$299K +$54.6K +885 +23%
S
639
Seeyond
France
$299K -$5.49K -89 -2%
FT
640
Fiduciary Trust
Massachusetts
$297K +$292K +4,729 New
FPAS
641
Focus Partners Advisor Solutions
Missouri
$296K -$86.9K -1,408 -23%
LCM
642
Lattice Capital Management
Washington
$295K – – –
GWM
643
Geneos Wealth Management
Colorado
$295K -$83.4K -1,351 -22%
OPL
644
Orland Properties Ltd
British Virgin Islands
$294K +$289K +4,685 New
PA
645
Procyon Advisors
Connecticut
$294K -$12.3K -200 -4%
ICG
646
InterOcean Capital Group
Tennessee
$293K +$8.52K +138 +3%
CB
647
CNB Bank
Pennsylvania
$293K +$1.73K +28 +0.6%
DAS
648
Dynamic Advisor Solutions
Arizona
$293K -$71.7K -1,162 -20%
V
649
Veritable
Delaware
$293K +$39.7K +643 +16%
BCI
650
Brinker Capital Investments
Pennsylvania
$287K +$282K +4,572 New
24 25
26
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