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Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
676
WealthPLAN Partners
Nebraska
$429K +$7.62K +54 +2%
GAM
677
Grandview Asset Management
Pennsylvania
$428K +$372K +2,635 New
WCWM
678
Willow Creek Wealth Management
California
$426K -$83.9K -594 -18%
OC
679
Oarsman Capital
Wisconsin
$424K -$32.5K -230 -8%
FMLI
680
Fukoku Mutual Life Insurance
Japan
$423K -$113K -800 -24%
B
681
Barings
North Carolina
$423K +$368K +2,603 New
FBB
682
Fulton Breakefield Broenniman
Maryland
$420K +$365K +2,586 New
CCM
683
Canal Capital Management
Virginia
$418K -$5.65K -40 -2%
EP
684
EPIQ Partners
Minnesota
$409K -$3.67K -26 -1%
V
685
Veritable
Delaware
$409K +$11.6K +82 +3%
BFEC
686
Benjamin F. Edwards & Company
Missouri
$407K -$208K -1,474 -37%
RCM
687
Requisite Capital Management
Texas
$406K -$1.46M -10,310 -80%
SBH
688
Segall Bryant & Hamill
Illinois
$406K – – –
ISWM
689
Independent Solutions Wealth Management
New York
$405K -$474K -3,354 -57%
FT
690
Fiduciary Trust
Massachusetts
$404K -$49.4K -350 -12%
AL
691
Arnhold LLC
New York
$397K – – –
CCA
692
Checchi Capital Advisers
California
$395K -$113K -798 -25%
CAW
693
Cornerstone Advisors (Washington)
Washington
$394K +$79.2K +561 +30%
SAM
694
Silvercrest Asset Management
New York
$391K +$340K +2,405 New
TPCW
695
TD Private Client Wealth
New York
$390K +$333K +2,361 +6,213%
PCM
696
Penserra Capital Management
California
$388K -$137K -970 -29%
EWM
697
Executive Wealth Management
Michigan
$388K +$4.52K +32 +1%
ADL
698
Asset Dedication LLC
California
$388K +$329K +2,329 +4,235%
MWM
699
Meridian Wealth Management
Kentucky
$387K +$24K +170 +8%
AFC
700
AFT Forsyth & Company
Florida
$384K – – –
26 27
28
29 30