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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
RS
701
Rakuten Securities
Japan
$289K -$496K -6,855 -67%
SBIA
702
Sheaff Brock Investment Advisors
Indiana
$288K -$9.04K -125 -4%
KWA
703
Kingswood Wealth Advisors
California
$287K -$133K -1,835 -35%
SMC
704
Smith, Moore & Co
Missouri
$287K -$5.79K -80 -2%
KA
705
Kovack Advisors
Florida
$284K +$30.5K +422 +14%
LFA
706
Legacy Financial Advisors
Kentucky
$281K +$8.46K +117 +4%
AAS
707
Ameritas Advisory Services
Nebraska
$281K +$255K +3,531 New
GRP
708
Global Retirement Partners
California
$280K -$2.39K -33 -1%
VFA
709
Valeo Financial Advisors
Indiana
$280K -$4.56K -63 -2%
PIA
710
Perennial Investment Advisors
California
$277K -$1.95K -27 -0.8%
CAM
711
Cidel Asset Management
Ontario, Canada
$275K +$235K +3,246 New
PCS
712
Personal CFO Solutions
New Jersey
$274K -$12.9K -179 -5%
JIP
713
Jaffetilchin Investment Partners
Florida
$274K -$60.3K -833 -20%
EGM
714
Engineers Gate Manager
New York
$272K -$6.22M -85,971 -96%
CCM
715
Chiron Capital Management
Florida
$272K -$119K -1,650 -34%
TSW
716
Thompson Siegel & Walmsley
Virginia
$271K +$217K +3,000 +1,500%
SP
717
Symmetry Partners
Connecticut
$270K +$231K +3,187 New
ATPW
718
Ashton Thomas Private Wealth
Arizona
$270K -$89.4K -1,236 -28%
WWP
719
Waypoint Wealth Partners
California
$266K – – –
PA
720
Pinnacle Associates
New York
$265K +$28.4K +392 +14%
FPAS
721
Focus Partners Advisor Solutions
Missouri
$264K +$26.5K +367 +13%
JSC
722
J. Stern & Co
United Kingdom
$264K +$81.2K +1,123 +56%
EDRH
723
Edmond de Rothschild Holding
Switzerland
$262K -$53.5K -740 -19%
PIA
724
Powell Investment Advisors
Florida
$262K – – –
HWM
725
Howard Wealth Management
Connecticut
$259K – – –
27 28
29
30 31