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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
751
WP Advisors
California
$736K -$2.22M -9,500 -75%
SBH
752
Segall Bryant & Hamill
Illinois
$732K – – –
AC
753
Abbrea Capital
California
$730K +$1.87K +8 +0.2%
SBIA
754
Sheaff Brock Investment Advisors
Indiana
$729K -$1.87M -7,983 -71%
ACI
755
Alpha Cubed Investments
California
$729K -$18.7K -80 -2%
FBB
756
Fulton Breakefield Broenniman
Maryland
$727K +$749K +3,203 New
JAWM
757
J. Arnold Wealth Management
Ohio
$720K -$45.6K -195 -6%
BBP
758
Banco BTG Pactual
Brazil
$720K +$741K +3,169 New
OAM
759
Optimal Asset Management
California
$717K +$738K +3,157 New
V
760
Veritable
Delaware
$709K -$23.9K -102 -3%
GTCM
761
Gyon Technologies Capital Management
New Jersey
$701K +$723K +3,089 New
RM
762
Resource Management
Louisiana
$695K +$163K +695 +29%
PCA
763
Personal Capital Advisors
California
$691K -$159K -681 -18%
CGH
764
Crossmark Global Holdings
Texas
$691K +$18.7K +80 +3%
FMB
765
Field & Main Bank
Kentucky
$689K +$709K +3,033 New
S
766
SignatureFD
Georgia
$687K +$145K +618 +26%
CCG
767
Capital CS Group
California
$686K -$208K -888 -23%
CW
768
CreativeOne Wealth
Kansas
$685K -$182K -779 -21%
VHAM
769
Van Hulzen Asset Management
California
$685K +$5.85K +25 +0.8%
CC
770
Codex Capital
New York
$681K -$234K -1,000 -25%
HWM
771
Howard Wealth Management
Connecticut
$681K +$18.7K +80 +3%
CWM
772
Cornerstone Wealth Management
Missouri
$680K +$20.1K +86 +3%
PIMG
773
Patriot Investment Management Group
Tennessee
$680K +$48.7K +208 +7%
HMS
774
Hanseatic Management Services
New Mexico
$679K +$9.82K +42 +1%
LOAMS
775
Lombard Odier Asset Management (Switzerland)
Switzerland
$679K +$699K +2,990 New
29 30
31
32 33