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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
801
River Wealth Advisors
Pennsylvania
– -$51K -917 Closed
IIM
802
Ipswich Investment Management
Massachusetts
– -$48K -860 Closed
BOPW
803
Brandywine Oak Private Wealth
Pennsylvania
– -$40K -725 Closed
DWM
804
Doyle Wealth Management
Florida
– -$29K -525 Closed
HMS
805
Hanseatic Management Services
New Mexico
– -$24K -423 Closed
HCM
806
Horrell Capital Management
Arkansas
– -$22K -400 Closed
JA
807
JOYN Advisors
Georgia
– -$18K -316 Closed
CAL
808
Capital Analysts LLC
Pennsylvania
– -$17K -300 Closed
IWA
809
Intercontinental Wealth Advisors
Texas
– -$16K -290 Closed
RFA
810
Reilly Financial Advisors
California
– -$16K -280 Closed
FQ
811
First Quadrant
California
– -$14K -245 Closed
CA
812
Claro Advisors
Massachusetts
– -$18K -183 Closed
NSIM
813
North Star Investment Management
Illinois
– -$8K -150 Closed
GI
814
Gradient Investments
Minnesota
– -$5K -94 Closed
PVH
815
Psagot Value Holdings
Israel
– -$4K -63 Closed
PG
816
Patten Group
Tennessee
– -$3K -60 Closed
AWM
817
Avior Wealth Management
Nebraska
– -$2K -50 Closed
CC
818
Claybrook Capital
Massachusetts
– -$2K -40 Closed
WDL
819
Well Done LLC
Michigan
– -$2K -40 Closed
CCMW
820
Cypress Capital Management (Wyoming)
Wyoming
– -$2K -30 Closed
W
821
WealthOne
New York
– -$2K -30 Closed
WANY
822
Wealthspire Advisors (New York)
New York
– -$1K -15 Closed
SAM
823
Shamrock Asset Management
Texas
– -$797 -11 -92%
ME
824
McIlrath & Eck
Washington
– -$217 -3 -60%
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