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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
701
LECAP Asset Management
United Kingdom
$361K +$349K +4,251 New
LS
702
Livforsakringsbolaget Skandia
Sweden
$361K – – –
SB
703
Simmons Bank
Arkansas
$361K -$7.14K -87 -2%
WPC
704
Wedmont Private Capital
Pennsylvania
$360K +$3.69K +45 +1%
MIC
705
Maxi Investments CY
Cyprus
$357K +$345K +4,200 New
BFS
706
Bradley Foster & Sargent
Connecticut
$354K -$16.4K -200 -5%
GCA
707
Gallagher Capital Advisors
Texas
$353K +$341K +4,153 New
CPA
708
Cardiff Park Advisors
California
$351K – – –
PGWM
709
Pitti Group Wealth Management
New York
$351K -$49.9K -608 -13%
PA
710
Parallel Advisors
California
$349K +$10.7K +131 +3%
WCM
711
Washington Capital Management
Washington
$348K +$336K +4,100 New
GT
712
Greenleaf Trust
Michigan
$348K +$1.31K +16 +0.4%
PCIA
713
Prime Capital Investment Advisors
Kansas
$347K -$40.5K -494 -11%
DWT
714
Dorsey & Whitney Trust
South Dakota
$346K -$24K -292 -7%
BW
715
BXM Wealth
Colorado
$345K +$333K +4,060 New
MA
716
MCF Advisors
Kentucky
$344K +$4.1K +50 +1%
DC
717
Davenport & Co
Virginia
$344K -$55K -670 -14%
MPW
718
Monterey Private Wealth
California
$344K -$492 -6 -0.1%
LIA
719
LBMC Investment Advisors
Tennessee
$344K -$41K -500 -11%
CCB
720
Cutter & Co Brokerage
Missouri
$343K – – –
MYLI
721
Meiji Yasuda Life Insurance
Japan
$343K -$266K -3,243 -45%
RS
722
Rakuten Securities
Japan
$343K -$49.3K -601 -13%
CAM
723
Cidel Asset Management
Ontario, Canada
$340K – – –
RLWM
724
RF&L Wealth Management
Massachusetts
$340K -$269K -3,275 -45%
SIC
725
Salem Investment Counselors
North Carolina
$338K -$129K -1,574 -28%
27 28
29
30 31