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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
851
Paradigm Asset Management
New York
$500K -$46.8K -200 -8%
FWM
852
Focused Wealth Management
New York
$499K -$117K -500 -19%
RI
853
Redwood Investments
Massachusetts
$499K – – –
WBG
854
Wharton Business Group
Pennsylvania
$499K – – –
KPW
855
Kore Private Wealth
New York
$493K +$702 +3 +0.1%
RA
856
RFG Advisory
Alabama
$491K -$13.1K -56 -3%
EWA
857
EP Wealth Advisors
California
$491K +$506K +2,161 New
AHC
858
Adell Harriman & Carpenter
Texas
$490K +$119K +509 +31%
WCWM
859
Willow Creek Wealth Management
California
$490K -$11.7K -50 -2%
PWLP
860
Prio Wealth Limited Partnership
Massachusetts
$484K +$52.6K +225 +12%
SMF
861
Sterling Manor Financial
New York
$477K -$299K -1,280 -38%
PHS
862
Pekin Hardy Strauss
Illinois
$477K +$11.7K +50 +2%
DWM
863
Doyle Wealth Management
Florida
$475K +$46.8K +200 +11%
SAM
864
Simplify Asset Management
Nevada
$475K +$107K +458 +28%
LFF
865
Level Four Financial
Texas
$469K +$149K +639 +45%
OIM
866
Oder Investment Management
California
$467K +$170K +728 +55%
S
867
Seeyond
France
$463K -$355K -1,516 -43%
BG
868
Benedetti & Gucer
Georgia
$461K +$476K +2,034 New
QSS
869
Quantitative Systematic Strategies
Florida
$459K +$18.9K +81 +4%
VFM
870
Vivid Financial Management
California
$457K +$3.04K +13 +0.7%
AGA
871
Arkos Global Advisors
Texas
$456K -$468 -2 -0.1%
SC
872
Sovarnum Capital
New York
$454K -$1.99M -8,500 -81%
TA
873
Trivest Advisors
Hong Kong
$454K -$117K -500 -20%
KIM
874
Karpus Investment Management
New York
$454K +$468K +2,000 New
UMC
875
United Maritime Capital
New York
$454K +$468K +2,000 New
33 34
35
36 37