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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
626
Global Retirement Partners
California
$313K +$73.7K +985 +29%
SS
627
Sunbelt Securities
Texas
$312K -$252K -3,361 -44%
LCM
628
Lazari Capital Management
California
$311K -$19.2K -257 -6%
BOTPPF
629
Board of the Pension Protection Fund
United Kingdom
$311K +$322K +4,300 New
CCM
630
Conway Capital Management
California
$309K – – –
ASN
631
Advisory Services Network
Georgia
$307K -$40.3K -539 -11%
FCH
632
Freestone Capital Holdings
Washington
$306K -$5.61K -75 -2%
DWT
633
Dorsey & Whitney Trust
South Dakota
$303K +$6.74K +90 +2%
BC
634
Bayforest Capital
United Kingdom
$303K +$71.6K +956 +30%
MWM
635
Mindset Wealth Management
Indiana
$302K +$19.8K +265 +7%
MC
636
Moors & Cabot
Massachusetts
$300K -$41.2K -550 -12%
EFG
637
Everhart Financial Group
Ohio
$298K +$77.2K +1,032 +33%
ECM
638
Evergreen Capital Management
Washington
$295K +$76.8K +1,026 +34%
PWPS
639
Pinnacle Wealth Planning Services
Ohio
$294K -$7.86K -105 -3%
CIAS
640
Capital Investment Advisory Services
North Carolina
$293K -$130K -1,738 -30%
LS
641
Livforsakringsbolaget Skandia
Sweden
$293K -$15K -200 -5%
MA
642
MCF Advisors
Kentucky
$293K – – –
CPL
643
CAP Partners LLC
Tennessee
$290K -$28.4K -380 -9%
KWA
644
Kingswood Wealth Advisors
California
$290K +$22.5K +301 +8%
PGWM
645
Pitti Group Wealth Management
New York
$290K -$16.1K -215 -5%
CCM
646
Coldstream Capital Management
Washington
$289K +$299K +3,995 New
MCM
647
MAI Capital Management
Ohio
$287K -$145K -1,933 -32%
AC
648
Addison Capital
Pennsylvania
$287K -$23.4K -312 -7%
CCM
649
Chaney Capital Management
Washington
$287K – – –
CPA
650
Cardiff Park Advisors
California
$286K – – –
24 25
26
27 28