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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
651
Lazari Capital Management
California
$225K – – –
MMC
652
Mizuho Markets Cayman
Cayman Islands
$225K +$227K +3,732 New
SCM
653
Stevens Capital Management
Pennsylvania
$224K +$226K +3,718 New
SACTSONJ
654
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$223K +$225K +3,708 New
SAM
655
Secure Asset Management
Michigan
$221K -$7.6K -125 -3%
AIA
656
AssuredPartners Investment Advisors
Florida
$221K +$122 +2 +0.1%
MGIA
657
Moneta Group Investment Advisors
Missouri
$217K +$1.52K +25 +0.7%
AC
658
Addison Capital
Pennsylvania
$217K – – –
KCM
659
KRS Capital Management
Michigan
$216K -$73K -1,200 -25%
TPCW
660
TD Private Client Wealth
New York
$216K +$20.8K +342 +11%
DWT
661
Dorsey & Whitney Trust
South Dakota
$215K -$12K -198 -5%
WWM
662
Western Wealth Management
Colorado
$215K -$6.69K -110 -3%
WBC
663
Westpac Banking Corp
Australia
$212K – – –
MC
664
Moors & Cabot
Massachusetts
$209K – – –
CCM
665
Cinctive Capital Management
New York
$208K +$210K +3,461 New
SI
666
Stonekeep Investments
New Mexico
$208K +$1.09K +18 +0.5%
CIM
667
Cambria Investment Management
California
$207K -$15K -247 -7%
SAM
668
Smartleaf Asset Management
Massachusetts
$206K -$9.67K -159 -4%
SF
669
Summit Financial
New Jersey
$206K +$208K +3,416 New
OWCM
670
One Wealth Capital Management
Arizona
$204K +$178K +2,931 New
SIG
671
Sargent Investment Group
Maryland
$204K -$2.74K -45 -1%
JCM
672
Jacobi Capital Management
Pennsylvania
$203K – – –
ICP
673
Interchange Capital Partners
Pennsylvania
$202K +$223K +3,672 New
SFG
674
SageGuard Financial Group
Tennessee
$202K – – –
RA
675
RFG Advisory
Alabama
$202K +$204K +3,362 New
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