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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
726
Icon Wealth Advisors
Texas
$143K +$775 +12 +0.6%
TPCW
727
TD Private Client Wealth
New York
$139K +$18.2K +282 +16%
CA
728
Clearstead Advisors
Ohio
$139K -$17.7K -274 -12%
BF
729
BOK Financial
Oklahoma
$131K +$129 +2 +0.1%
HIIFS
730
Harel Insurance Investments & Financial Services
Israel
$128K +$93.7K +1,450 +315%
SOADOR
731
State of Alaska Department of Revenue
Alaska
$125K -$146K -2,255 -55%
SWM
732
Spire Wealth Management
Virginia
$124K +$25.8K +400 +28%
WT
733
Whittier Trust
California
$121K +$26.8K +415 +30%
VWM
734
Venturi Wealth Management
Texas
$120K +$775 +12 +0.7%
RI
735
Ridgewood Investments
New Jersey
$120K -$5.17K -80 -4%
FHA
736
First Horizon Advisors
Tennessee
$118K -$27.1K -420 -19%
HFM
737
Harvest Fund Management
China
$116K +$111K +1,723 New
TC
738
Truvestments Capital
Florida
$115K +$111K +1,712 New
AA
739
Alta Advisers
United Kingdom
$114K – – –
CFD
740
Creative Financial Designs
Indiana
$109K +$32.2K +499 +44%
BBHC
741
Brown Brothers Harriman & Co
New York
$104K -$815K -12,613 -89%
JFGIW
742
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$101K +$97.5K +1,509 New
OIA
743
Optimum Investment Advisors
Illinois
$101K +$77.5K +1,200 +400%
AIM
744
Acropolis Investment Management
Missouri
$100K -$10.4K -161 -10%
FWM
745
Focused Wealth Management
New York
$96K -$3.23K -50 -3%
OC
746
Oarsman Capital
Wisconsin
$94.5K +$91K +1,408 New
OAM
747
Ostrum Asset Management
France
$92.6K +$1.1K +17 +1%
PTC
748
Private Trust Company
Ohio
$92.2K -$517 -8 -0.6%
HNB
749
Huntington National Bank
Ohio
$92K -$41.9K -649 -32%
QPBE
750
Quintet Private Bank (Europe)
Luxembourg
$90.7K +$10.6K +164 +14%
28 29
30
31 32