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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
RPSA
651
Richard P. Slaughter Associates
Texas
$1.13M -$185K -793 -14%
PP
652
Professional Planning
California
$1.13M +$209K +894 +22%
MWM
653
Meridian Wealth Management
Kentucky
$1.13M +$699K +2,990 +151%
SG
654
Stonnington Group
California
$1.12M +$1.27M +5,437 New
AC
655
Addison Capital
Pennsylvania
$1.12M -$35.8K -153 -3%
SS
656
Sunbelt Securities
Texas
$1.12M +$127K +545 +12%
TA
657
Tiedemann Advisors
New York
$1.11M -$37K -158 -3%
ONGA
658
O'Neil Global Advisors
California
$1.1M +$1.14M +4,855 New
TMAM
659
Tokio Marine Asset Management
Japan
$1.1M -$607K -2,597 -35%
SAM
660
Sompo Asset Management
Japan
$1.08M -$37.4K -160 -3%
SFG
661
SageGuard Financial Group
Tennessee
$1.08M -$21.1K -90 -2%
SS
662
Simplicity Solutions
Minnesota
$1.08M -$1.41M -6,049 -56%
MHS
663
M Holdings Securities
Oregon
$1.08M +$1.11M +4,743 New
AC
664
Athanor Capital
New York
$1.07M -$1.52M -6,491 -58%
JCM
665
Jag Capital Management
Missouri
$1.06M +$785K +3,357 +256%
AA
666
Ancora Advisors
Ohio
$1.06M +$29.2K +125 +3%
AWA
667
Aaron Wealth Advisors
Illinois
$1.05M +$4.91K +21 +0.5%
SVCP
668
Silicon Valley Capital Partners
California
$1.04M +$451K +1,929 +73%
MPW
669
Monterey Private Wealth
California
$1.03M – – –
MRCM
670
M&R Capital Management
New Jersey
$1.01M +$44.2K +189 +4%
EDRH
671
Edmond de Rothschild Holding
Switzerland
$1.01M -$1.93M -8,269 -65%
ECM
672
ExodusPoint Capital Management
New York
$1.01M -$2.93M -12,546 -74%
MS
673
Madden Securities
Texas
$998K +$1.03M +4,394 New
IWC
674
Integrated Wealth Concepts
Massachusetts
$988K +$316K +1,352 +45%
NAM
675
NorthCoast Asset Management
Connecticut
$986K +$439K +1,875 +76%
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