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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
701
Professional Planning
California
$1.08M -$127K -546 -11%
MRCM
702
M&R Capital Management
New Jersey
$1.07M -$18.6K -80 -2%
SMC
703
Smith, Moore & Co
Missouri
$1.06M +$30.2K +130 +3%
ED
704
Exane Derivatives
France
$1.06M +$208K +895 +26%
CCMT
705
CMT Capital Markets Trading
Germany
$1.05M +$997K +4,300 New
ISWM
706
Independent Solutions Wealth Management
New York
$1.04M +$164K +705 +20%
IWM
707
IHT Wealth Management
Illinois
$1.03M +$64.2K +277 +7%
TMAM
708
Tokio Marine Asset Management
Japan
$1.02M -$149K -644 -13%
SBIA
709
Sheaff Brock Investment Advisors
Indiana
$1.02M +$224K +966 +30%
ACM
710
Adalta Capital Management
New York
$1.02M +$873K +3,765 +930%
CBT
711
Central Bank & Trust
Kentucky
$1.01M +$502K +2,166 +109%
EWM
712
Executive Wealth Management
Michigan
$1.01M +$312K +1,345 +48%
OPS
713
Orion Portfolio Solutions
Nebraska
$1.01M -$31.1K -134 -3%
PCS
714
Personal CFO Solutions
New Jersey
$1M -$232 -1 -0%
FB
715
Fulton Bank
Pennsylvania
$992K -$7.65K -33 -0.8%
MPW
716
Monterey Private Wealth
California
$984K – – –
AIP
717
Almanack Investment Partners
Pennsylvania
$983K +$3.71K +16 +0.4%
OSAM
718
O'Shaughnessy Asset Management
Connecticut
$983K +$43.6K +188 +5%
CST
719
Charles Schwab Trust
Nevada
$975K – – –
UAM
720
UAS Asset Management
New York
$975K +$928K +4,000 New
LTI
721
Laffer Tengler Investments
Tennessee
$973K +$303K +1,308 +49%
C
722
Certuity
Florida
$971K -$38.3K -165 -4%
SC
723
Sepio Capital
Utah
$968K -$79.3K -342 -8%
FAIM
724
Financial Advocates Investment Management
Washington
$958K -$301K -1,299 -19%
BFM
725
Boothbay Fund Management
New York
$956K -$265K -1,141 -23%
27 28
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30 31