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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
726
Hantz Financial Services
Michigan
$118K +$47.8K +693 +62%
TC
727
Truvestments Capital
Florida
$117K -$7.45K -108 -6%
CA
728
CoreCap Advisors
Michigan
$117K +$33.7K +488 +37%
FG
729
Fairman Group
Pennsylvania
$114K – – –
NFSG
730
Newbridge Financial Services Group
Florida
$113K -$1.38K -20 -1%
SWM
731
Spire Wealth Management
Virginia
$111K +$35.7K +518 +43%
C
732
Covestor
United Kingdom
$111K -$759 -11 -0.6%
CFFP
733
Center for Financial Planning
Michigan
$111K – – –
OL
734
OneFund LLC
Florida
$108K +$5.72K +83 +5%
VCM
735
Versant Capital Management
Arizona
$107K -$3.24K -47 -3%
BCV
736
Banque Cantonale Vaudoise
Switzerland
$104K -$488K -7,074 -82%
BF
737
BOK Financial
Oklahoma
$101K -$28.6K -415 -21%
GAMC
738
Garner Asset Management Corp
Texas
$97.3K +$103K +1,495 New
EI
739
EFG International
$95.1K +$100K +1,456 New
UB
740
UMB Bank
Missouri
$90.3K +$3.38K +49 +4%
SIM
741
Sentry Investment Management
Wisconsin
$88K – – –
OAM
742
Ostrum Asset Management
France
$86.4K -$30.4K -440 -25%
PTC
743
Private Trust Company
Ohio
$85.9K -$690 -10 -0.8%
NWMP
744
Noble Wealth Management PBC
Colorado
$83.8K – – –
SVCP
745
Silicon Valley Capital Partners
California
$78.2K -$110K -1,600 -57%
CH
746
Cromwell Holdings
Wyoming
$78.2K +$57.3K +830 +223%
WT
747
Whittier Trust
California
$77.9K -$2.55K -37 -3%
SWM
748
SHP Wealth Management
Massachusetts
$77.8K +$82.5K +1,196 New
BONH
749
Bank of New Hampshire
New Hampshire
$77.5K – – –
ECM
750
EMC Capital Management
Texas
$77K +$75.9K +1,100 New
28 29
30
31 32