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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
HW
726
Hamilton Wealth
California
$226K +$165K +2,923 New
DGAM
727
Desjardins Global Asset Management
Quebec, Canada
$226K +$2.26K +40 +1%
SAM
728
Silvercrest Asset Management
New York
$224K +$164K +2,900 New
NWM
729
Napa Wealth Management
California
$223K +$163K +2,883 New
TRCT
730
Tower Research Capital (TRC)
New York
$222K -$3.35M -59,305 -95%
CCM
731
Canal Capital Management
Virginia
$222K +$162K +2,866 New
IF
732
Insight Folios
North Carolina
$219K +$160K +2,837 New
EWM
733
Evercore Wealth Management
New York
$218K +$159K +2,817 New
GRP
734
Global Retirement Partners
California
$218K +$52.6K +930 +39%
SWM
735
SilverOak Wealth Management
Minnesota
$216K +$158K +2,789 New
FFA
736
Fortune Financial Advisors
Kansas
$215K +$157K +2,781 New
SL
737
Stevard LLC
Illinois
$214K +$156K +2,763 New
FPAS
738
Focus Partners Advisor Solutions
Missouri
$213K -$112K -1,982 -42%
FG
739
Fairman Group
Pennsylvania
$213K +$156K +2,753 New
IA
740
IFG Advisory
Georgia
$213K +$155K +2,749 New
TSWM
741
Tyler-Stone Wealth Management
Ohio
$213K – – –
PA
742
Pinnacle Associates
New York
$212K +$155K +2,742 New
IWN
743
Independent Wealth Network
Iowa
$212K +$155K +2,735 New
NYLIM
744
New York Life Investment Management
New York
$211K -$164K -2,903 -52%
PVH
745
Psagot Value Holdings
Israel
$207K -$8.48K -150 -5%
CWM
746
Calamos Wealth Management
Illinois
$205K +$150K +2,647 New
WPC
747
Wedmont Private Capital
Pennsylvania
$204K +$167K +2,946 New
MWM
748
Merriman Wealth Management
Washington
$203K +$148K +2,622 New
MFG
749
Magnus Financial Group
New York
$202K +$148K +2,614 New
BJL
750
Brighton Jones LLC
Washington
$202K -$537K -9,503 -78%
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