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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
VI
776
Versor Investments
New York
$817K -$673K -2,903 -46%
EDRH
777
Edmond de Rothschild Holding
Switzerland
$817K -$257K -1,110 -25%
PCIA
778
Prime Capital Investment Advisors
Kansas
$815K +$410K +1,769 +112%
PCA
779
Personal Capital Advisors
California
$810K +$65.4K +282 +9%
BAIA
780
Bel Air Investment Advisors
California
$808K +$125K +540 +19%
PAM
781
Panagora Asset Management
Massachusetts
$806K -$5.84M -25,187 -88%
NCM
782
Next Capital Management
New York
$806K +$2.32K +10 +0.3%
JAWM
783
J. Arnold Wealth Management
Ohio
$802K +$27.6K +119 +4%
SNT
784
Security National Trust
West Virginia
$802K +$670K +2,890 +723%
UR
785
USCA RIA
Texas
$802K +$763K +3,290 New
SWA
786
Stratos Wealth Advisors
Ohio
$800K -$44.5K -192 -6%
DCM
787
Dupont Capital Management
Delaware
$798K – – –
HFM
788
Harvest Fund Management
China
$796K -$497K -2,143 -39%
CT
789
Coastline Trust
Rhode Island
$794K – – –
WA
790
WP Advisors
California
$790K – – –
WPW
791
Warther Private Wealth
Ohio
$786K +$753K +3,248 New
CWM
792
Cornerstone Wealth Management
Missouri
$776K +$43.4K +187 +6%
FMLI
793
Fukoku Mutual Life Insurance
Japan
$775K -$23.2K -100 -3%
FBB
794
Fulton Breakefield Broenniman
Maryland
$775K -$5.33K -23 -0.7%
PIMG
795
Patriot Investment Management Group
Tennessee
$772K +$40.4K +174 +6%
OAM
796
Optimal Asset Management
California
$770K – – –
MFG
797
Menard Financial Group
Texas
$765K -$203K -877 -22%
B
798
Barings
North Carolina
$759K +$497K +2,141 +221%
CAN
799
Claraphi Advisory Network
United States
$753K -$863K -3,719 -55%
SC
800
Scholtz & Company
Connecticut
$753K +$128K +550 +22%
30 31
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