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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
BJ
1176
Brouwer & Janachowski
California
$207K +$2.57K +10 +1%
CSPIA
1177
Cary Street Partners Investment Advisory
Virginia
$207K +$12.8K +50 +6%
G
1178
GenTrust
Florida
$206K -$25.7K -100 -10%
IIM
1179
Ipswich Investment Management
Massachusetts
$206K – – –
MAM
1180
Meeder Asset Management
Ohio
$206K +$1.03K +4 +0.5%
SIMG
1181
Stephens Investment Management Group
Texas
$205K – – –
IFAM
1182
Institutional & Family Asset Management
Colorado
$205K +$18.5K +72 +9%
PTP
1183
Platform Technology Partners
New York
$204K -$66.8K -260 -23%
LHC
1184
Little House Capital
Massachusetts
$203K -$514 -2 -0.2%
WI
1185
Wedgewood Investors
Pennsylvania
$203K – – –
HPWA
1186
Hall Private Wealth Advisors
North Carolina
$202K -$130K -506 -38%
CFGS
1187
Concourse Financial Group Securities
Alabama
$200K +$10.8K +42 +5%
EL
1188
EMFO LLC
Florida
$192K – – –
FPA
1189
First Pacific Advisors
California
$189K – – –
HWMA
1190
Heritage Wealth Management (Arizona)
Arizona
$188K -$61.9K -241 -24%
GPA
1191
Guidance Point Advisors
Massachusetts
$188K +$201K +784 New
SAS
1192
Stelac Advisory Services
New York
$178K -$494K -1,922 -72%
ECM
1193
EMC Capital Management
Texas
$178K – – –
TLCM
1194
Twin Lakes Capital Management
California
$173K -$19.3K -75 -9%
HIIFS
1195
Harel Insurance Investments & Financial Services
Israel
$168K -$1M -3,907 -85%
AP
1196
Atwood & Palmer
Missouri
$168K – – –
OIA
1197
Optimum Investment Advisors
Illinois
$161K +$50.6K +197 +41%
RCM
1198
Regency Capital Management
Hawaii
$161K +$168K +653 +3,265%
MPWT
1199
MassMutual Private Wealth & Trust
Connecticut
$160K +$10.3K +40 +6%
WT
1200
Whittier Trust
California
$160K +$172K +668 New
46 47
48
49 50