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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
826
Guggenheim Capital
Illinois
$215K +$207K +2,524 New
MGIA
827
Moneta Group Investment Advisors
Missouri
$214K +$207K +2,523 New
WA
828
Wealth Alliance
New York
$213K +$206K +2,512 New
TWP
829
Tempus Wealth Planning
California
$213K -$210K -2,559 -50%
CFP
830
Cascade Financial Partners
California
$213K -$41K -500 -17%
NYLIM
831
New York Life Investment Management
New York
$212K +$205K +2,495 New
GI
832
GAMMA Investing
California
$212K +$13.8K +168 +7%
GPA
833
Guerra Pan Advisors
New Jersey
$211K +$204K +2,486 New
PFS
834
Prospect Financial Services
New York
$211K +$204K +2,483 New
QWP
835
Quotient Wealth Partners
Texas
$210K +$203K +2,473 New
BWA
836
Bordeaux Wealth Advisors
California
$209K +$202K +2,459 New
CCM
837
Canal Capital Management
Virginia
$209K +$202K +2,458 New
SAM
838
Smartleaf Asset Management
Massachusetts
$207K +$87.3K +1,064 +81%
SQA
839
Simon Quick Advisors
New Jersey
$203K +$196K +2,390 New
SC
840
Sierra Capital
Florida
$203K +$196K +2,386 New
NWM
841
Napa Wealth Management
California
$203K +$196K +2,387 New
GLA
842
Great Lakes Advisors
Illinois
$203K +$196K +2,385 New
TPCW
843
TD Private Client Wealth
New York
$201K +$24.8K +302 +15%
CCM
844
Coldstream Capital Management
Washington
$201K +$194K +2,360 New
LA
845
Legacy Advisors
Pennsylvania
$200K +$193K +2,358 New
VSQM
846
V-Square Quantitative Management
Illinois
$200K +$134K +1,637 +238%
HT
847
Headlands Technologies
Illinois
$198K +$191K +2,332 New
QL
848
Quarry LP
New York
$196K -$82.2K -1,002 -30%
FP
849
Financial Perspectives
Minnesota
$195K – – –
JSAM
850
J. Safra Asset Management
New York
$190K +$178K +2,174 New
32 33
34
35 36