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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
976
International Assets Investment Management
Florida
– -$251K -3,765 Closed
EWM
977
Empirical Wealth Management
Washington
– -$250K -3,759 Closed
RBFC
978
Roman Butler Fullerton & Co
Missouri
– -$294K -3,758 Closed
KLCM
979
KG&L Capital Management
Louisiana
– -$249K -3,744 Closed
PCS
980
Personal CFO Solutions
New Jersey
– -$246K -3,688 Closed
MFG
981
Merit Financial Group
Georgia
– -$245K -3,680 Closed
CCM
982
Conway Capital Management
California
– -$243K -3,645 Closed
GFA
983
Gallagher Fiduciary Advisors
Illinois
– -$240K -3,610 Closed
VWA
984
Visionary Wealth Advisors
Illinois
– -$237K -3,567 Closed
MWA
985
Meridian Wealth Advisors
Texas
– -$237K -3,557 Closed
LW
986
Libra Wealth
California
– -$237K -3,554 Closed
HH
987
Hilltop Holdings
Texas
– -$235K -3,528 Closed
PWM
988
Prosperity Wealth Management
California
– -$221K -3,319 Closed
MGIA
989
Moneta Group Investment Advisors
Missouri
– -$218K -3,282 Closed
CCM
990
Canal Capital Management
Virginia
– -$216K -3,242 Closed
GC
991
Grimes & Company
Massachusetts
– -$215K -3,233 Closed
ICG
992
InterOcean Capital Group
Tennessee
– -$214K -3,220 Closed
CW
993
CreativeOne Wealth
Kansas
– -$211K -3,168 Closed
DU
994
Delphia (USA)
Ontario, Canada
– -$211K -3,166 Closed
FCI
995
Financial Counselors Inc
Kansas
– -$209K -3,145 Closed
VWA
996
V Wealth Advisors
Kansas
– -$209K -3,141 Closed
WWP
997
Waypoint Wealth Partners
California
– -$209K -3,140 Closed
JHCP
998
Jackson Hole Capital Partners
Oklahoma
– -$209K -3,135 Closed
MFG
999
Magnus Financial Group
New York
– -$206K -3,099 Closed
SBIA
1000
Sheaff Brock Investment Advisors
Indiana
– -$204K -3,068 Closed
38 39
40
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