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XYZ

Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
AL
776
Arnhold LLC
New York
$215K +$184K +2,545 New
NYLIM
777
New York Life Investment Management
New York
$214K -$14K -194 -7%
DAS
778
Diversify Advisory Services
Utah
$213K +$189K +2,619 New
MFG
779
MidWestOne Financial Group
Iowa
$212K +$181K +2,506 New
PFS
780
Prospect Financial Services
New York
$210K +$180K +2,488 New
CM
781
Capula Management
Cayman Islands
$210K -$208K -2,871 -54%
FHA
782
First Horizon Advisors
Tennessee
$209K -$5.21K -72 -3%
SC
783
Sierra Capital
Florida
$209K +$178K +2,467 New
LC
784
Lindbrook Capital
California
$208K +$11.9K +164 +7%
SEP
785
Southland Equity Partners
Missouri
$206K +$176K +2,436 New
SP
786
Stablepoint Partners
Massachusetts
$206K +$176K +2,433 New
MFG
787
Merit Financial Group
Georgia
$205K +$214K +2,957 New
BJL
788
Brighton Jones LLC
Washington
$204K -$14.2K -196 -8%
LGF
789
LGT Group Foundation
Liechtenstein
$204K +$174K +2,412 New
TPWA
790
Twin Peaks Wealth Advisors
California
$203K +$174K +2,406 New
PF
791
Phoenix Financial
Israel
$203K +$175K +2,413 New
CWM
792
Cherrydale Wealth Management
New Jersey
$203K +$173K +2,398 New
CI Investments Inc
793
CI Investments Inc
Ontario, Canada
$201K +$39.9K +551 +30%
PWMA
794
Pension & Wealth Management Advisors
Massachusetts
$199K +$170K +2,355 New
FP
795
Financial Perspectives
Minnesota
$195K +$11.2K +155 +7%
FIA
796
FPC Investment Advisory
California
$192K +$188K +2,600 New
DAL
797
Delta Accumulation LLC
California
$188K
CHC
798
City Holding Co
West Virginia
$184K +$40.7K +563 +35%
BF
799
BOK Financial
Oklahoma
$180K +$2.24K +31 +1%
BFEC
800
Benjamin F. Edwards & Company
Missouri
$177K +$25.7K +356 +20%