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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
NWS
776
Newport Wealth Strategies
California
– -$290K -3,590 Closed
C
777
Cerebellum
California
– -$257K -3,541 Closed
PFA
778
Paradigm Financial Advisors
Missouri
– -$256K -3,535 Closed
BSW
779
Buckingham Strategic Wealth
Missouri
– -$235K -3,245 Closed
JT
780
Jump Trading
Illinois
– -$229K -3,158 Closed
CGH
781
Crossmark Global Holdings
Texas
– -$226K -3,122 Closed
GCC
782
Guardian Capital (Canada)
Ontario, Canada
– -$220K -3,030 Closed
BF
783
BOK Financial
Oklahoma
– -$217K -2,990 Closed
I
784
IberiaBank
Louisiana
– -$215K -2,960 Closed
CAM
785
Cresset Asset Management
Illinois
– -$213K -2,940 Closed
CA
786
Clearstead Advisors
Ohio
– -$213K -2,932 Closed
PWM
787
Perigon Wealth Management
California
– -$210K -2,893 Closed
AIM
788
Axiom Investment Management
New York
– -$206K -2,858 Closed
AR
789
Advisory Research
Illinois
– -$203K -2,801 Closed
BW
790
Bison Wealth
Georgia
– -$203K -2,795 Closed
AA
791
Apriem Advisors
California
– -$201K -2,775 Closed
CF
792
Centaurus Financial
California
– -$190K -2,626 Closed
RWA
793
Redhawk Wealth Advisors
Minnesota
– -$125K -1,720 Closed
HIIFS
794
Harel Insurance Investments & Financial Services
Israel
– -$109K -1,500 Closed
MC
795
Machina Capital
France
– -$96K -1,325 Closed
FIA
796
FNY Investment Advisers
New York
– -$85K -1,176 Closed
MF
797
Manchester Financial
California
– -$73K -1,000 Closed
CWA
798
Clarus Wealth Advisors
Arizona
– -$61K -838 Closed
CCA
799
Catalyst Capital Advisors
New York
– -$53K -732 Closed
RCAG
800
Rehmann Capital Advisory Group
Michigan
– -$43.2K -596 Closed
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