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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
676
NVWM LLC
Pennsylvania
$934K +$49.8K +230 +4%
ACM
677
Adalta Capital Management
New York
$933K -$842K -3,885 -40%
YCM
678
Yousif Capital Management
Michigan
$933K +$1.25M +5,776 New
GIA
679
Gladstone Institutional Advisory
Florida
$932K -$89.3K -412 -7%
A
680
Apoletto
British Virgin Islands
$931K – – –
SF
681
Synovus Financial
Georgia
$923K +$10.6K +49 +0.9%
PDN
682
Pensionfund DSM Netherlands
Netherlands
$921K – – –
CIM
683
CIM Investment Management
Pennsylvania
$915K +$3.9K +18 +0.3%
RCM
684
RB Capital Management
Nevada
$915K +$197K +908 +19%
PPP
685
Private Portfolio Partners
New Jersey
$913K +$150K +692 +14%
BAM
686
Belpointe Asset Management
Nevada
$913K -$145K -671 -10%
BCA
687
Bray Capital Advisors
Florida
$913K – – –
CIAS
688
Capital Investment Advisory Services
North Carolina
$904K -$402K -1,857 -25%
CAG
689
Csenge Advisory Group
Florida
$892K -$86K -397 -10%
ACA
690
Atlas Capital Advisors
Wyoming
$892K – – –
TWM
691
Trevian Wealth Management
Massachusetts
$891K +$1.2M +5,516 New
ZIM
692
Zacks Investment Management
Illinois
$890K -$12.4M -57,351 -91%
DCM
693
Donaldson Capital Management
Indiana
$890K +$531K +2,451 +80%
FIA
694
Foundations Investment Advisors
Arizona
$884K +$409K +1,886 +45%
SFS
695
Stiles Financial Services
Minnesota
$884K +$1.19M +5,475 New
BA
696
Bridgewater Advisors
New York
$878K -$11.5K -53 -1%
JWCA
697
J.W. Cole Advisors
Florida
$876K -$708K -3,268 -38%
AF
698
Aldebaran Financial
$858K +$18.4K +85 +2%
PFGIA
699
Patriot Financial Group Insurance Agency
Massachusetts
$850K +$62.4K +288 +6%
PCA
700
Personal Capital Advisors
California
$846K +$115K +530 +11%
26 27
28
29 30