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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
851
Stance Capital
Massachusetts
$185K +$178K +2,172 New
BC
852
Bayforest Capital
United Kingdom
$185K +$178K +2,171 New
IWA
853
Icon Wealth Advisors
Texas
$182K +$1.48K +18 +0.8%
BIG
854
Brooklyn Investment Group
New York
$182K -$8.86K -108 -5%
GM
855
GeoWealth Management
Illinois
$182K +$120K +1,465 +218%
UIA
856
Ulland Investment Advisors
Minnesota
$181K +$84.1K +1,025 +92%
CA
857
Clearstead Advisors
Ohio
$173K -$1.97K -24 -1%
NFSG
858
Newbridge Financial Services Group
Florida
$168K +$162K +1,973 New
BF
859
BOK Financial
Oklahoma
$164K -$656 -8 -0.4%
OIA
860
Optimum Investment Advisors
Illinois
$164K +$35.2K +429 +29%
OAM
861
Ostrum Asset Management
France
$163K +$44.5K +543 +39%
LFG
862
Larson Financial Group
Missouri
$161K +$57.7K +703 +59%
HIIFS
863
Harel Insurance Investments & Financial Services
Israel
$144K -$17.9K -218 -11%
BONH
864
Bank of New Hampshire
New Hampshire
$144K -$459K -5,595 -77%
TC
865
Truvestments Capital
Florida
$141K -$4.18K -51 -3%
WT
866
Whittier Trust
California
$140K -$12.4K -151 -8%
JFGIW
867
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$131K -$5.41K -66 -4%
AWM
868
Ameliora Wealth Management
Switzerland
$130K +$117K +1,425 +1,425%
AIM
869
Acropolis Investment Management
Missouri
$127K – – –
MS
870
Mizuho Securities
Japan
$126K -$596K -7,270 -83%
1IA
871
1620 Investment Advisors
Massachusetts
$126K +$121K +1,472 +18,400%
BBHC
872
Brown Brothers Harriman & Co
New York
$122K -$9.43K -115 -7%
RI
873
Ridgewood Investments
New Jersey
$110K -$40.5K -494 -28%
MTIM
874
Marathon Trading Investment Management
Pennsylvania
$107K +$79K +963 +321%
QPBE
875
Quintet Private Bank (Europe)
Luxembourg
$106K -$8.12K -99 -7%
33 34
35
36 37