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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
676
Grandview Asset Management
Pennsylvania
$428K +$372K +2,635 New
WCWM
677
Willow Creek Wealth Management
California
$426K -$83.9K -594 -18%
OC
678
Oarsman Capital
Wisconsin
$424K -$32.5K -230 -8%
FMLI
679
Fukoku Mutual Life Insurance
Japan
$423K -$113K -800 -24%
B
680
Barings
North Carolina
$423K +$368K +2,603 New
FBB
681
Fulton Breakefield Broenniman
Maryland
$420K +$365K +2,586 New
CCM
682
Canal Capital Management
Virginia
$418K -$5.65K -40 -2%
EP
683
EPIQ Partners
Minnesota
$409K -$3.67K -26 -1%
V
684
Veritable
Delaware
$409K +$11.6K +82 +3%
BFEC
685
Benjamin F. Edwards & Company
Missouri
$407K -$208K -1,474 -37%
RCM
686
Requisite Capital Management
Texas
$406K -$1.46M -10,310 -80%
SBH
687
Segall Bryant & Hamill
Illinois
$406K – – –
ISWM
688
Independent Solutions Wealth Management
New York
$405K -$474K -3,354 -57%
FT
689
Fiduciary Trust
Massachusetts
$404K -$49.4K -350 -12%
AL
690
Arnhold LLC
New York
$397K – – –
CCA
691
Checchi Capital Advisers
California
$395K -$113K -798 -25%
CAW
692
Cornerstone Advisors (Washington)
Washington
$394K +$79.2K +561 +30%
SAM
693
Silvercrest Asset Management
New York
$391K +$340K +2,405 New
TPCW
694
TD Private Client Wealth
New York
$390K +$333K +2,361 +6,213%
PCM
695
Penserra Capital Management
California
$388K -$137K -970 -29%
EWM
696
Executive Wealth Management
Michigan
$388K +$4.52K +32 +1%
ADL
697
Asset Dedication LLC
California
$388K +$329K +2,329 +4,235%
MWM
698
Meridian Wealth Management
Kentucky
$387K +$24K +170 +8%
AFC
699
AFT Forsyth & Company
Florida
$384K – – –
WAS
700
Wealth Advisory Solutions
Indiana
$384K +$334K +2,368 New
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28
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