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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
626
Principal Securities
Iowa
$523K +$12.2K +149 +2%
MA
627
MBA Advisors
Pennsylvania
$522K +$504K +6,142 New
ICP
628
Interchange Capital Partners
Pennsylvania
$518K -$175K -2,131 -26%
IAN
629
Integrated Advisors Network
Texas
$516K -$267K -3,250 -35%
AWM
630
Axxcess Wealth Management
California
$514K -$473K -5,763 -49%
CM
631
Capula Management
Cayman Islands
$512K +$494K +6,026 New
SC
632
Savant Capital
Illinois
$511K +$29K +353 +6%
MUAMU
633
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$510K +$492K +6,000 New
CIA
634
Concurrent Investment Advisors
Florida
$509K +$15.3K +186 +3%
MCM
635
MAI Capital Management
Ohio
$506K +$10.7K +131 +2%
CANY
636
Caxton Associates (New York)
New York
$504K +$487K +5,934 New
PWP
637
Prasad Wealth Partners
Ohio
$504K +$486K +5,929 New
SSB
638
Sandy Spring Bank
Maryland
$501K -$2.05K -25 -0.4%
CCP
639
Clarity Capital Partners
California
$497K -$123K -1,501 -20%
PWA
640
Prairie Wealth Advisors
Nebraska
$494K -$25K -305 -5%
HCA
641
Heck Capital Advisors
Wisconsin
$492K +$474K +5,784 New
GWM
642
Geneos Wealth Management
Colorado
$485K -$2.95K -36 -0.6%
AWA
643
Aaron Wealth Advisors
Illinois
$484K +$20.8K +253 +5%
CI
644
Cigna Investments
Connecticut
$484K -$4.84K -59 -1%
BTWM
645
Baker Tilly Wealth Management
Wisconsin
$479K +$18K +219 +4%
OIA
646
OneDigital Investment Advisors
Kansas
$473K -$84.1K -1,025 -16%
ACA
647
Atlas Capital Advisors
Wyoming
$466K – – –
SOW
648
State of Wyoming
Wyoming
$466K +$371K +4,522 +471%
CIAS
649
Capital Investment Advisory Services
North Carolina
$465K -$1.48K -18 -0.3%
DCM
650
Dudley Capital Management
Virginia
$463K +$447K +5,453 New
24 25
26
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