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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
926
Buckingham Strategic Wealth
Missouri
– -$204K -3,887 Closed
ICM
927
Ionic Capital Management
New York
– -$157K -3,000 Closed
HCM
928
Highlander Capital Management
New Jersey
– -$63K -1,200 Closed
LWM
929
Lenox Wealth Management
Ohio
– -$54K -1,050 Closed
EWM
930
Endurance Wealth Management
Rhode Island
– -$52K -1,000 Closed
ATFA
931
All Terrain Financial Advisors
Minnesota
– -$51K -972 Closed
MWNA
932
Marshall Wace North America
New York
– -$40K -759 Closed
GSWM
933
Golden State Wealth Management
California
– -$32K -620 Closed
SAM
934
S.A. Mason
Michigan
– -$31K -598 Closed
CT
935
Clearstead Trust
Maine
– -$28K -540 Closed
GSC
936
G&S Capital
Colorado
– -$26K -500 Closed
SJIM
937
St. Johns Investment Management
Florida
– -$17K -318 Closed
OCM
938
Ovata Capital Management
Hong Kong
– -$16K -300 Closed
VNA
939
Valley National Advisers
Pennsylvania
– -$16K -300 Closed
LIA
940
LS Investment Advisors
Michigan
– -$12K -236 Closed
EWM
941
EPG Wealth Management
Georgia
– -$11K -210 Closed
MOACM
942
Mutual of America Capital Management
New York
– -$11K -210 Closed
LWA
943
Lenox Wealth Advisors
New York
– -$11K -207 Closed
AIS
944
Accurate Investment Solutions
Pennsylvania
– -$10K -200 Closed
FPB
945
First PREMIER Bank
South Dakota
– -$10K -200 Closed
KFI
946
Key Financial Inc
Pennsylvania
– -$11K -200 Closed
IRC
947
Investors Research Corp
Georgia
– -$10K -191 Closed
CBT
948
Capital Bank & Trust
California
– -$8K -155 Closed
MWM
949
MBE Wealth Management
Wisconsin
– -$7K -151 Closed
BCM
950
Bourgeon Capital Management
Connecticut
– -$5K -100 Closed
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