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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
676
NorthCrest Asset Manangement
Minnesota
$280K +$254K +3,614 New
SAM
677
Secure Asset Management
Michigan
$279K – – –
SAM
678
Sompo Asset Management
Japan
$279K -$84.4K -1,200 -25%
RIA
679
Realta Investment Advisors
Delaware
$279K -$52.5K -747 -17%
AIA
680
AssuredPartners Investment Advisors
Florida
$276K – – –
PCP
681
Proficio Capital Partners
Massachusetts
$275K +$255K +3,623 New
BFT
682
Bitwise Funds Trust
California
$275K +$254K +3,617 New
EL
683
EWA LLC
Pennsylvania
$274K +$253K +3,605 New
AC
684
Addison Capital
Pennsylvania
$274K – – –
SFS
685
Sowell Financial Services
Arkansas
$274K -$12.4K -177 -5%
DAS
686
Diversify Advisory Services
Utah
$269K +$233K +3,310 New
DWM
687
Diversify Wealth Management
Utah
$269K +$233K +3,310 New
SI
688
Stonekeep Investments
New Mexico
$268K +$4.64K +66 +2%
LCM
689
Lazari Capital Management
California
$268K -$15K -213 -6%
WS
690
Wedbush Securities
California
$266K -$83.7K -1,190 -25%
SIG
691
Sargent Investment Group
Maryland
$266K +$7.73K +110 +3%
NC
692
NovaPoint Capital
Georgia
$265K +$246K +3,493 New
HFS
693
Hantz Financial Services
Michigan
$264K +$33.3K +473 +16%
CIM
694
Cambria Investment Management
California
$262K +$492 +7 +0.2%
SACTSONJ
695
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$261K -$19.3K -275 -7%
VA
696
Valmark Advisers
Ohio
$255K +$236K +3,361 New
KCM
697
KRS Capital Management
Michigan
$255K -$16.7K -238 -7%
FDW
698
Fourth Dimension Wealth
Ohio
$254K +$230K +3,267 +4,084%
VCA
699
Verdence Capital Advisors
Maryland
$252K +$234K +3,322 New
SFG
700
SageGuard Financial Group
Tennessee
$252K -$3.02K -43 -1%
26 27
28
29 30