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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
801
Rehmann Capital Advisory Group
Michigan
– -$43.2K -596 Closed
IWA
802
IBEX Wealth Advisors
New Jersey
– -$40K -564 Closed
CBOA
803
Commonwealth Bank of Australia
Australia
– -$38K -538 Closed
PCP
804
Proficio Capital Partners
Massachusetts
– -$33K -460 Closed
LWM
805
Lenox Wealth Management
Ohio
– -$30K -424 Closed
TFGT
806
TS Financial Group (TSFG)
Illinois
– -$27K -370 Closed
FPFS
807
First Personal Financial Services
North Carolina
– -$26K -360 Closed
LA
808
Legacy Advisors
Pennsylvania
– -$26K -360 Closed
DWM
809
Doyle Wealth Management
Florida
– -$22K -300 Closed
TPWA
810
TRUE Private Wealth Advisors
Oregon
– -$18K -250 Closed
FMP
811
Financial Management Professionals
Texas
– -$15K -211 Closed
DSC
812
Duncker Streett & Co
Missouri
– -$15K -200 Closed
PGAM
813
Princeton Global Asset Management
New Jersey
– -$15K -200 Closed
DWM
814
Destination Wealth Management
California
– -$9K -125 Closed
AWMF
815
Arbor Wealth Management (Florida)
Florida
– -$4K -100 Closed
TNBTD
816
Trustmark National Bank Trust Department
Mississippi
– -$7K -99 Closed
PFBT
817
Parkside Financial Bank & Trust
Missouri
– -$6K -83 Closed
CCM
818
Cribstone Capital Management
Maine
– -$5K -75 Closed
AOWM
819
Alpha Omega Wealth Management
Virginia
– -$5K -73 Closed
PCMK
820
Paragon Capital Management (Kansas)
Kansas
– -$5K -67 Closed
AWM
821
Avior Wealth Management
Nebraska
– -$4K -50 Closed
TCM
822
Tradewinds Capital Management
Washington
– -$3K -35 Closed
GFPC
823
Global Financial Private Capital
Florida
– -$2K -27 Closed
TAIM
824
TD Ameritrade Investment Management
Nebraska
– -$2K -21 Closed
BWL
825
Bogart Wealth LLC
Virginia
– -$1K -20 Closed
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