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Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
926
Vigilare Wealth Management
Arizona
– -$216K -4,115 Closed
BSW
927
Buckingham Strategic Wealth
Missouri
– -$204K -3,887 Closed
ICM
928
Ionic Capital Management
New York
– -$157K -3,000 Closed
HCM
929
Highlander Capital Management
New Jersey
– -$63K -1,200 Closed
LWM
930
Lenox Wealth Management
Ohio
– -$54K -1,050 Closed
EWM
931
Endurance Wealth Management
Rhode Island
– -$52K -1,000 Closed
ATFA
932
All Terrain Financial Advisors
Minnesota
– -$51K -972 Closed
MWNA
933
Marshall Wace North America
New York
– -$40K -759 Closed
GSWM
934
Golden State Wealth Management
California
– -$32K -620 Closed
SAM
935
S.A. Mason
Michigan
– -$31K -598 Closed
CT
936
Clearstead Trust
Maine
– -$28K -540 Closed
GSC
937
G&S Capital
Colorado
– -$26K -500 Closed
SJIM
938
St. Johns Investment Management
Florida
– -$17K -318 Closed
OCM
939
Ovata Capital Management
Hong Kong
– -$16K -300 Closed
VNA
940
Valley National Advisers
Pennsylvania
– -$16K -300 Closed
LIA
941
LS Investment Advisors
Michigan
– -$12K -236 Closed
EWM
942
EPG Wealth Management
Georgia
– -$11K -210 Closed
MOACM
943
Mutual of America Capital Management
New York
– -$11K -210 Closed
LWA
944
Lenox Wealth Advisors
New York
– -$11K -207 Closed
AIS
945
Accurate Investment Solutions
Pennsylvania
– -$10K -200 Closed
FPB
946
First PREMIER Bank
South Dakota
– -$10K -200 Closed
KFI
947
Key Financial Inc
Pennsylvania
– -$11K -200 Closed
IRC
948
Investors Research Corp
Georgia
– -$10K -191 Closed
CBT
949
Capital Bank & Trust
California
– -$8K -155 Closed
MWM
950
MBE Wealth Management
Wisconsin
– -$7K -151 Closed
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