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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
MA
626
MCF Advisors
Kentucky
$180K
HIA
627
Harbor Investment Advisory
Maryland
$171K
UM
628
UniSuper Management
Australia
$168K
Boston Partners
629
Boston Partners
Massachusetts
$165K +$1.03M +16,679 New
DZ Bank
630
DZ Bank
Germany
$156K +$38.3K +618 +21%
VWM
631
Venturi Wealth Management
Texas
$149K -$186 -3 -0.1%
WT
632
Whittier Trust
California
$144K -$20.7K -334 -9%
HGERS
633
Householder Group Estate & Retirement Specialist
Arizona
$143K +$200K +3,234 New
EDRH
634
Edmond de Rothschild Holding
Switzerland
$135K +$27.2K +440 +17%
BC
635
Bartlett & Co
Ohio
$134K -$31K -500 -14%
BCWM
636
Bartlett & Co Wealth Management
Ohio
$134K -$31K -500 -14%
AF
637
Advisornet Financial
Minnesota
$128K -$2.23K -36 -1%
DGAM
638
Desjardins Global Asset Management
Quebec, Canada
$127K +$178K +2,880 New
PVH
639
Psagot Value Holdings
Israel
$122K -$15.5K -250 -8%
TSWM
640
Tyler-Stone Wealth Management
Ohio
$122K +$6.19K +100 +4%
WBC
641
Westpac Banking Corp
Australia
$120K -$2M -32,293 -92%
Lazard Asset Management
642
Lazard Asset Management
New York
$117K -$20.4K -329 -11%
FHA
643
First Horizon Advisors
Tennessee
$116K -$74.2K -1,199 -31%
WTC
644
WhitTier Trust Company
Nevada
$110K -$11.8K -190 -7%
GTAM
645
Global Trust Asset Management
Florida
$109K -$13.4K -217 -8%
KA
646
Kozak & Associates
Colorado
$102K +$5.26K +85 +4%
NA
647
NewEdge Advisors
Louisiana
$102K -$81.3K -1,313 -36%
GRP
648
Global Retirement Partners
California
$101K +$3.1K +50 +2%
DAL
649
Delta Accumulation LLC
California
$98.5K
CA
650
Clearstead Advisors
Ohio
$95.3K -$9.66K -156 -7%