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Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
726
Bayforest Capital
United Kingdom
$129K -$153K -2,216 -53%
RS
727
Rakuten Securities
Japan
$121K -$36.5K -529 -22%
HFS
728
Hantz Financial Services
Michigan
$118K +$47.8K +693 +62%
TC
729
Truvestments Capital
Florida
$117K -$7.45K -108 -6%
CA
730
CoreCap Advisors
Michigan
$117K +$33.7K +488 +37%
FG
731
Fairman Group
Pennsylvania
$114K – – –
NFSG
732
Newbridge Financial Services Group
Florida
$113K -$1.38K -20 -1%
SWM
733
Spire Wealth Management
Virginia
$111K +$35.7K +518 +43%
C
734
Covestor
United Kingdom
$111K -$759 -11 -0.6%
CFFP
735
Center for Financial Planning
Michigan
$111K – – –
OL
736
OneFund LLC
Florida
$108K +$5.72K +83 +5%
VCM
737
Versant Capital Management
Arizona
$107K -$3.24K -47 -3%
BCV
738
Banque Cantonale Vaudoise
Switzerland
$104K -$488K -7,074 -82%
BF
739
BOK Financial
Oklahoma
$101K -$28.6K -415 -21%
GAMC
740
Garner Asset Management Corp
Texas
$97.3K +$103K +1,495 New
EI
741
EFG International
$95.1K +$100K +1,456 New
IAG
742
Innovative Advisory Group
Massachusetts
$90.7K – – –
UB
743
UMB Bank
Missouri
$90.3K +$3.38K +49 +4%
SIM
744
Sentry Investment Management
Wisconsin
$88K – – –
OAM
745
Ostrum Asset Management
France
$86.4K -$30.4K -440 -25%
PTC
746
Private Trust Company
Ohio
$85.9K -$690 -10 -0.8%
NWMP
747
Noble Wealth Management PBC
Colorado
$83.8K – – –
SVCP
748
Silicon Valley Capital Partners
California
$78.2K -$110K -1,600 -57%
CH
749
Cromwell Holdings
Wyoming
$78.2K +$57.3K +830 +223%
WT
750
Whittier Trust
California
$77.9K -$2.55K -37 -3%
28 29
30
31 32