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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
776
Executive Wealth Management
Michigan
$564K +$40K +205 +9%
WP
777
WealthPLAN Partners
Nebraska
$560K -$9.17K -47 -2%
HCM
778
Hollencrest Capital Management
California
$560K +$117K +601 +31%
SA
779
Strategic Advisors
New York
$556K +$40.4K +207 +10%
ISWM
780
Independent Solutions Wealth Management
New York
$554K +$10.5K +54 +2%
OC
781
Oarsman Capital
Wisconsin
$554K -$11.9K -61 -2%
ET
782
Equitable Trust
Tennessee
$552K -$55K -282 -10%
VVP
783
Venture Visionary Partners
Ohio
$552K +$495K +2,537 New
AFC
784
AFT Forsyth & Company
Florida
$547K +$29.3K +150 +6%
CCA
785
Checchi Capital Advisers
California
$546K +$15K +77 +3%
CFG
786
Cooper Financial Group
California
$545K +$63K +323 +15%
HCM
787
Hodges Capital Management
Texas
$544K -$68.3K -350 -12%
TA
788
Trivest Advisors
Hong Kong
$544K +$488K +2,500 New
TC
789
TwinBeech Capital
New York
$542K -$368K -1,884 -43%
AS
790
Altshuler Shaham
Israel
$539K +$413K +2,117 +591%
NAM
791
NorthCoast Asset Management
Connecticut
$537K +$482K +2,469 New
RA
792
RFG Advisory
Alabama
$536K +$52.1K +267 +14%
MSL
793
Mackay Shields LLC
New York
$536K +$129K +663 +37%
MCM
794
MAI Capital Management
Ohio
$535K +$86.4K +443 +22%
SAM
795
Silvercrest Asset Management
New York
$532K +$7.8K +40 +2%
AL
796
Arnhold LLC
New York
$531K – – –
AA
797
Apriem Advisors
California
$530K +$475K +2,435 New
ED
798
Exane Derivatives
France
$525K +$197K +1,012 +72%
B
799
Barings
North Carolina
$524K -$38K -195 -7%
S
800
SignatureFD
Georgia
$524K +$199K +1,021 +74%
30 31
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