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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
826
RBF Capital
California
$720K – – –
TMC
827
Trellus Management Company
Florida
$720K +$771K +3,000 New
CAIMH
828
Central Asset Investments & Management Holdings
Hong Kong
$717K -$154K -600 -17%
EP
829
Eudaimonia Partners
Tennessee
$716K +$81.4K +317 +12%
CWA
830
Capital Wealth Alliance
Arizona
$714K -$7.19K -28 -1%
HMS
831
Hanseatic Management Services
New Mexico
$708K +$53.7K +209 +8%
HFM
832
Harvest Fund Management
China
$707K -$87.3K -340 -10%
MCM
833
MAI Capital Management
Ohio
$707K +$77.3K +301 +11%
TA
834
Tiedemann Advisors
New York
$705K -$640K -2,492 -46%
FAM
835
Fulcrum Asset Management
United Kingdom
$703K – – –
CI
836
Cigna Investments
Connecticut
$699K -$9.25K -36 -1%
FCA
837
FinTrust Capital Advisors
South Carolina
$699K +$672K +2,616 +884%
CAMG
838
CWA Asset Management Group
Florida
$698K +$86.3K +336 +13%
SSWM
839
Sheets Smith Wealth Management
North Carolina
$697K – – –
VFA
840
Valeo Financial Advisors
Indiana
$681K +$33.4K +130 +5%
GCC
841
Guardian Capital (Canada)
Ontario, Canada
$676K +$724K +2,818 New
CB
842
CNB Bank
Pennsylvania
$674K +$215K +837 +42%
ADL
843
Asset Dedication LLC
California
$669K +$55.5K +216 +8%
NFG
844
Nations Financial Group
Iowa
$668K +$190K +740 +36%
FANJ
845
Financial Architects (New Jersey)
New Jersey
$657K – – –
TC
846
Telemus Capital
Michigan
$654K +$282K +1,098 +67%
PA
847
Profund Advisors
Maryland
$650K +$14.1K +55 +2%
CPW
848
Catalyst Private Wealth
California
$649K +$3.34K +13 +0.5%
ECG
849
EPIQ Capital Group
California
$648K +$694K +2,701 New
WAS
850
WESPAC Advisors SoCal
California
$646K +$20.5K +80 +3%
32 33
34
35 36