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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
726
Newbridge Financial Services Group
Florida
$119K +$19.2K +330 +23%
CI
727
CX Institutional
Indiana
$116K +$32.7K +562 +49%
MS
728
Mizuho Securities
Japan
$113K +$57.6K +990 +146%
GM
729
GeoWealth Management
Illinois
$112K -$28.4K -489 -23%
CFFP
730
Center for Financial Planning
Michigan
$111K +$47.5K +817 +100%
VCM
731
Versant Capital Management
Arizona
$102K +$69.9K +1,201 +395%
BONH
732
Bank of New Hampshire
New Hampshire
$96.1K -$9.6K -165 -10%
WT
733
Whittier Trust
California
$95.5K -$10.5K -181 -11%
PTC
734
Private Trust Company
Ohio
$94.2K +$4.3K +74 +6%
SBFM
735
S-Bank Fund Management
Finland
$91.6K +$4.89K +84 +7%
VSQM
736
V-Square Quantitative Management
Illinois
$90K -$37.2K -640 -33%
QPBE
737
Quintet Private Bank (Europe)
Luxembourg
$85K – – –
CA
738
CoreCap Advisors
Michigan
$85K – – –
SAM
739
Smartleaf Asset Management
Massachusetts
$82.3K -$67.7K -1,163 -48%
HNB
740
Huntington National Bank
Ohio
$81.4K -$18.9K -324 -21%
SWM
741
Spire Wealth Management
Virginia
$80.1K -$5.58K -96 -8%
AWM
742
Ameliora Wealth Management
Switzerland
$78.3K -$15.8K -272 -19%
UB
743
UMB Bank
Missouri
$77K -$293K -5,041 -82%
OIA
744
Optimum Investment Advisors
Illinois
$76.7K – – –
LFG
745
Larson Financial Group
Missouri
$76.3K -$43.9K -754 -40%
GWSG
746
GPS Wealth Strategies Group
Colorado
$74.5K +$349 +6 +0.5%
WIM
747
Westside Investment Management
California
$74.5K -$989 -17 -2%
MPWT
748
MassMutual Private Wealth & Trust
Connecticut
$74.4K +$23.6K +405 +59%
CFB
749
Cullen/Frost Bankers
Texas
$72.5K +$25.9K +445 +71%
JFGIW
750
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$71.3K +$61K +1,049 New
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