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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
626
Savant Capital
Illinois
$309K +$337K +4,507 New
PGWM
627
Pitti Group Wealth Management
New York
$309K +$225 +3 +0.1%
MC
628
Machina Capital
France
$309K +$337K +4,500 New
XT
629
XTX Topco
Cayman Islands
$308K +$335K +4,482 New
AC
630
ASB Consultores
Florida
$306K +$86.5K +1,155 +35%
SG
631
Stonnington Group
California
$305K +$354K +4,730 New
LC
632
Lindbrook Capital
California
$304K -$24.8K -331 -7%
ACS
633
Archford Capital Strategies
Illinois
$303K +$25.7K +343 +8%
RA
634
RFG Advisory
Alabama
$302K +$48.5K +648 +17%
GSC
635
Ground Swell Capital
South Carolina
$301K +$328K +4,384 New
BIAS
636
Beacon Investment Advisory Services
New Jersey
$299K -$11.2K -150 -3%
HLA
637
Hamilton Lane Advisors
Pennsylvania
$296K -$969K -12,951 -75%
SFS
638
Sowell Financial Services
Arkansas
$295K +$322K +4,302 New
OAM
639
Ostrum Asset Management
France
$294K +$320K +4,279 New
PWPS
640
Pinnacle Wealth Planning Services
Ohio
$293K +$44.5K +594 +16%
CCM
641
Conway Capital Management
California
$285K – – –
MPW
642
Monterey Private Wealth
California
$283K +$5.84K +78 +2%
CWP
643
Cyndeo Wealth Partners
Florida
$283K +$57.3K +765 +23%
AG
644
AIA Group
Hong Kong
$282K +$97.7K +1,305 +47%
MFG
645
Magnus Financial Group
New York
$280K +$973 +13 +0.3%
API
646
Advisor Partners II
California
$280K +$15.5K +207 +5%
AIM
647
Ausbil Investment Management
Australia
$280K +$306K +4,084 New
MA
648
MCF Advisors
Kentucky
$279K – – –
MYLI
649
Meiji Yasuda Life Insurance
Japan
$277K – – –
EWM
650
Empirical Wealth Management
Washington
$276K +$36.7K +490 +14%
24 25
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