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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
UH
801
Unigestion Holding
Switzerland
$523K +$468K +2,401 New
PAM
802
Paradigm Asset Management
New York
$522K +$468K +2,400 New
ADL
803
Asset Dedication LLC
California
$522K +$3.9K +20 +0.8%
EP
804
EPIQ Partners
Minnesota
$522K +$19.5K +100 +4%
TAM
805
Tucker Asset Management
Colorado
$521K +$467K +2,392 New
CFS
806
CRA Financial Services
New Jersey
$517K +$57.5K +295 +14%
LI
807
LVZ Inc
Michigan
$516K +$63.4K +325 +16%
RM
808
Resource Management
Louisiana
$515K +$18.9K +97 +4%
EFSCE
809
Enterprise Financial Services Corp (EFSC)
Missouri
$514K +$6.83K +35 +2%
PA
810
Procyon Advisors
Connecticut
$511K +$30.6K +157 +7%
AW
811
ACG Wealth
Georgia
$503K +$19.5K +100 +5%
ACS
812
Archford Capital Strategies
Illinois
$502K +$67.9K +348 +20%
OCM
813
Oribel Capital Management
New York
$501K +$449K +2,300 New
FRA
814
Frank Rimerman Advisors
California
$501K +$449K +2,300 New
EP
815
Eudaimonia Partners
Tennessee
$499K +$93.4K +479 +26%
LWM
816
Laidlaw Wealth Management
New York
$498K +$446K +2,287 New
AWM
817
Accel Wealth Management
Iowa
$496K +$445K +2,281 New
OGC
818
Oak Grove Capital
New Hampshire
$492K -$87.8K -450 -17%
BF
819
BOK Financial
Oklahoma
$487K +$30.2K +155 +7%
PF
820
Phoenix Financial
Israel
$486K -$495K -2,536 -53%
HHAM
821
HITE Hedge Asset Management
Massachusetts
$485K -$2.57M -13,195 -86%
VFA
822
Valeo Financial Advisors
Indiana
$485K +$168K +862 +63%
WCWM
823
Willow Creek Wealth Management
California
$481K -$80.8K -414 -16%
LTI
824
Laffer Tengler Investments
Tennessee
$478K +$191K +981 +83%
RI
825
Redwood Investments
Massachusetts
$478K -$1.56K -8 -0.4%
31 32
33
34 35