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Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
976
Golden State Equity Partners
California
– -$254K -3,815 Closed
IAIM
977
International Assets Investment Management
Florida
– -$251K -3,765 Closed
EWM
978
Empirical Wealth Management
Washington
– -$250K -3,759 Closed
RBFC
979
Roman Butler Fullerton & Co
Missouri
– -$294K -3,758 Closed
KLCM
980
KG&L Capital Management
Louisiana
– -$249K -3,744 Closed
PCS
981
Personal CFO Solutions
New Jersey
– -$246K -3,688 Closed
MFG
982
Merit Financial Group
Georgia
– -$245K -3,680 Closed
CCM
983
Conway Capital Management
California
– -$243K -3,645 Closed
GFA
984
Gallagher Fiduciary Advisors
Illinois
– -$240K -3,610 Closed
VWA
985
Visionary Wealth Advisors
Illinois
– -$237K -3,567 Closed
MWA
986
Meridian Wealth Advisors
Texas
– -$237K -3,557 Closed
LW
987
Libra Wealth
California
– -$237K -3,554 Closed
HH
988
Hilltop Holdings
Texas
– -$235K -3,528 Closed
PWM
989
Prosperity Wealth Management
California
– -$221K -3,319 Closed
MGIA
990
Moneta Group Investment Advisors
Missouri
– -$218K -3,282 Closed
CCM
991
Canal Capital Management
Virginia
– -$216K -3,242 Closed
GC
992
Grimes & Company
Massachusetts
– -$215K -3,233 Closed
ICG
993
InterOcean Capital Group
Tennessee
– -$214K -3,220 Closed
CW
994
CreativeOne Wealth
Kansas
– -$211K -3,168 Closed
DU
995
Delphia (USA)
Ontario, Canada
– -$211K -3,166 Closed
FCI
996
Financial Counselors Inc
Kansas
– -$209K -3,145 Closed
VWA
997
V Wealth Advisors
Kansas
– -$209K -3,141 Closed
WWP
998
Waypoint Wealth Partners
California
– -$209K -3,140 Closed
JHCP
999
Jackson Hole Capital Partners
Oklahoma
– -$209K -3,135 Closed
MFG
1000
Magnus Financial Group
New York
– -$206K -3,099 Closed
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40
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