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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
676
Meeder Asset Management
Ohio
$258K +$242K +3,918 +2,141%
MFG
677
Magnus Financial Group
New York
$256K +$9.38K +152 +4%
MA
678
MCF Advisors
Kentucky
$255K – – –
EWA
679
EP Wealth Advisors
California
$254K +$250K +4,044 New
MPW
680
Monterey Private Wealth
California
$254K -$2.65K -43 -1%
MYLI
681
Meiji Yasuda Life Insurance
Japan
$253K -$14.6K -236 -6%
FFM
682
Forum Financial Management
Illinois
$252K +$248K +4,017 New
CST
683
Charles Schwab Trust
Nevada
$251K – – –
PAG
684
Private Advisor Group
New Jersey
$250K +$138K +2,229 +4%
CWA
685
Canvas Wealth Advisors
Kansas
$248K -$140K -2,270 -40%
API
686
Advisor Partners II
California
$244K +$239K +3,878 New
MGP
687
Metis Global Partners
California
$242K +$237K +3,846 New
QPW
688
Quantum Private Wealth
Florida
$240K -$18.5K -300 -7%
BWP
689
BSW Wealth Partners
Colorado
$239K -$27.5K -445 -10%
CG
690
Caprock Group
Idaho
$236K +$232K +3,757 New
GAM
691
Grandview Asset Management
Pennsylvania
$236K -$30.2K -489 -12%
PCS
692
Personal CFO Solutions
New Jersey
$231K -$30.9K -501 -12%
PWPS
693
Pinnacle Wealth Planning Services
Ohio
$231K +$227K +3,675 New
MTIM
694
Marathon Trading Investment Management
Pennsylvania
$229K -$234K -3,791 -51%
VHAM
695
Van Hulzen Asset Management
California
$229K -$9.87K -160 -4%
TCM
696
Teza Capital Management
Illinois
$229K -$7.71K -125 -3%
GKWIM
697
Gerber Kawasaki Wealth & Investment Management
California
$224K -$85K -1,378 -28%
LW
698
Libra Wealth
California
$223K +$219K +3,554 New
JHCP
699
Jackson Hole Capital Partners
Oklahoma
$223K -$6.54K -106 -3%
EWM
700
Empirical Wealth Management
Washington
$222K -$20.4K -331 -9%
26 27
28
29 30