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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
676
Phoenix Wealth Advisors
North Carolina
$1.19M -$731K -3,150 -40%
SAM
677
Sompo Asset Management
Japan
$1.18M +$16.2K +70 +1%
SMH
678
Sanders Morris Harris
Texas
$1.18M -$88.1K -380 -7%
UH
679
Unigestion Holding
Switzerland
$1.18M +$134K +579 +14%
NAM
680
NorthCoast Asset Management
Connecticut
$1.16M +$94.6K +408 +9%
MIG
681
McGuire Investment Group
Rhode Island
$1.15M +$92.3K +398 +9%
PFGIA
682
Patriot Financial Group Insurance Agency
Massachusetts
$1.15M +$937K +4,038 +584%
SFG
683
SageGuard Financial Group
Tennessee
$1.15M -$8.12K -35 -0.7%
AWA
684
Aaron Wealth Advisors
Illinois
$1.14M +$13.2K +57 +1%
CW
685
CreativeOne Wealth
Kansas
$1.14M +$386K +1,664 +55%
HCMT
686
Highland Capital Management (Tennessee)
Tennessee
$1.14M -$396K -1,706 -27%
AA
687
Ancora Advisors
Ohio
$1.14M – – –
WFC
688
Western Financial Corp
California
$1.14M +$1.08M +4,658 New
RCM
689
RB Capital Management
Nevada
$1.13M +$71.4K +308 +7%
CLOS
690
Compagnie Lombard Odier SCmA
Switzerland
$1.13M +$269K +1,160 +33%
IWC
691
Integrated Wealth Concepts
Massachusetts
$1.12M +$60.5K +261 +6%
VLC
692
Van Leeuwen & Company
New Jersey
$1.12M +$278K +1,200 +35%
PL
693
Parkwood LLC
Ohio
$1.12M +$497K +2,142 +87%
AMC
694
Asset Management Corp
Illinois
$1.12M +$673K +2,900 +172%
BBP
695
Banco BTG Pactual
Brazil
$1.11M +$325K +1,401 +44%
JCM
696
Jag Capital Management
Missouri
$1.11M -$23.4K -101 -2%
HI
697
Hoey Investments
Pennsylvania
$1.1M -$4.38M -18,872 -81%
GAMC
698
Garner Asset Management Corp
Texas
$1.1M +$96.3K +415 +10%
TCWM
699
Total Clarity Wealth Management
Illinois
$1.09M +$64.5K +278 +7%
ACI
700
Alpha Cubed Investments
California
$1.09M +$289K +1,245 +39%
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