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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
726
Cypress Wealth Services
California
$796K -$1.64K -7 -0.2%
IF
727
Intrua Financial
Texas
$794K +$732K +3,130 New
RWB
728
RMR Wealth Builders
New Jersey
$793K +$66.7K +285 +9%
KAS
729
Kemnay Advisory Services
New York
$793K +$817K +3,492 New
ED
730
Exane Derivatives
France
$793K +$252K +1,079 +45%
UB
731
UMB Bank
Missouri
$791K – – –
CLOS
732
Compagnie Lombard Odier SCmA
Switzerland
$790K +$335K +1,430 +70%
SWA
733
Stratos Wealth Advisors
Ohio
$789K +$114K +488 +16%
RIM
734
Regent Investment Management
Kentucky
$783K +$807K +3,448 New
VLC
735
Van Leeuwen & Company
New Jersey
$782K +$174K +744 +28%
JWS
736
Juncture Wealth Strategies
Arizona
$781K -$558K -2,384 -39%
HH
737
Hilltop Holdings
Texas
$779K -$208K -889 -21%
TEC
738
Tiger Eye Capital
Tennessee
$776K – – –
OQS
739
Occudo Quantitative Strategies
Florida
$772K +$795K +3,398 New
WP
740
WealthPLAN Partners
Nebraska
$763K +$221K +944 +40%
WWM
741
WJ Wealth Management
Arizona
$754K +$702 +3 +0.1%
RWA
742
Redhawk Wealth Advisors
Minnesota
$753K +$32.5K +139 +4%
OIS
743
Okabena Investment Services
Minnesota
$749K +$772K +3,299 New
NCM
744
Next Capital Management
New York
$748K -$234K -1,000 -23%
PG
745
Pendal Group
Australia
$748K -$23.4K -100 -3%
FMLI
746
Fukoku Mutual Life Insurance
Japan
$745K -$105K -450 -12%
KFP
747
KMG Fiduciary Partners
Ohio
$743K -$1.02M -4,369 -57%
DCM
748
Dupont Capital Management
Delaware
$743K +$766K +3,274 New
CT
749
Coastline Trust
Rhode Island
$740K -$255K -1,092 -25%
WU
750
Wealthsimple US
New York
$737K – – –
28 29
30
31 32