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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
826
Intersect Capital
California
$670K -$11.6K -50 -2%
FCH
827
Freestone Capital Holdings
Washington
$670K +$418K +1,801 +190%
HMS
828
Hanseatic Management Services
New Mexico
$669K -$57.5K -248 -8%
FANJ
829
Financial Architects (New Jersey)
New Jersey
$668K – – –
SA
830
Strategic Advisors
New York
$663K +$83K +358 +15%
CGH
831
Crossmark Global Holdings
Texas
$662K -$76.5K -330 -11%
VFA
832
Valeo Financial Advisors
Indiana
$661K +$98.8K +426 +19%
MGIA
833
Moneta Group Investment Advisors
Missouri
$659K +$7.89K +34 +1%
MHR
834
Matthew Hamilton Rosenberg
$657K – – –
CPW
835
Catalyst Private Wealth
California
$657K +$166K +717 +36%
FIA
836
Foundations Investment Advisors
Arizona
$656K +$629K +2,713 New
HCM
837
Howland Capital Management
Massachusetts
$653K +$622K +2,680 New
EP
838
Eudaimonia Partners
Tennessee
$651K +$101K +435 +19%
SAS
839
Stelac Advisory Services
New York
$650K -$20.9K -90 -3%
CPA
840
Clear Perspective Advisors
Illinois
$648K -$67.3K -290 -10%
PA
841
Profund Advisors
Maryland
$648K +$9.74K +42 +2%
WAS
842
WESPAC Advisors SoCal
California
$648K +$21.3K +92 +4%
PAI
843
Pittenger & Anderson Inc
Nebraska
$645K -$58K -250 -9%
MCM
844
MAI Capital Management
Ohio
$645K +$14.1K +61 +2%
ADL
845
Asset Dedication LLC
California
$628K +$561K +2,420 +1,513%
TCM
846
Triumph Capital Management
Colorado
$626K +$607K +2,619 New
CAMG
847
CWA Asset Management Group
Florida
$622K -$22.7K -98 -4%
AL
848
Arnhold LLC
New York
$621K – – –
BJL
849
Brighton Jones LLC
Washington
$620K +$7.42K +32 +1%
CCA
850
Checchi Capital Advisers
California
$615K -$24.4K -105 -4%
32 33
34
35 36