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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
801
IBEX Wealth Advisors
New Jersey
– -$40K -564 Closed
CBOA
802
Commonwealth Bank of Australia
Australia
– -$38K -538 Closed
PCP
803
Proficio Capital Partners
Massachusetts
– -$33K -460 Closed
LWM
804
Lenox Wealth Management
Ohio
– -$30K -424 Closed
TFGT
805
TS Financial Group (TSFG)
Illinois
– -$27K -370 Closed
FPFS
806
First Personal Financial Services
North Carolina
– -$26K -360 Closed
LA
807
Legacy Advisors
Pennsylvania
– -$26K -360 Closed
DWM
808
Doyle Wealth Management
Florida
– -$22K -300 Closed
TPWA
809
TRUE Private Wealth Advisors
Oregon
– -$18K -250 Closed
FMP
810
Financial Management Professionals
Texas
– -$15K -211 Closed
DSC
811
Duncker Streett & Co
Missouri
– -$15K -200 Closed
PGAM
812
Princeton Global Asset Management
New Jersey
– -$15K -200 Closed
DWM
813
Destination Wealth Management
California
– -$9K -125 Closed
AWMF
814
Arbor Wealth Management (Florida)
Florida
– -$4K -100 Closed
TNBTD
815
Trustmark National Bank Trust Department
Mississippi
– -$7K -99 Closed
PFBT
816
Parkside Financial Bank & Trust
Missouri
– -$6K -83 Closed
CCM
817
Cribstone Capital Management
Maine
– -$5K -75 Closed
AOWM
818
Alpha Omega Wealth Management
Virginia
– -$5K -73 Closed
PCMK
819
Paragon Capital Management (Kansas)
Kansas
– -$5K -67 Closed
AWM
820
Avior Wealth Management
Nebraska
– -$4K -50 Closed
TCM
821
Tradewinds Capital Management
Washington
– -$3K -35 Closed
GFPC
822
Global Financial Private Capital
Florida
– -$2K -27 Closed
TAIM
823
TD Ameritrade Investment Management
Nebraska
– -$2K -21 Closed
BWL
824
Bogart Wealth LLC
Virginia
– -$1K -20 Closed
W
825
WealthStone
Ohio
– -$362 -5 Closed
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