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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SMC
1001
Smith, Moore & Co
Missouri
– -$204K -3,060 Closed
HWM
1002
Howard Wealth Management
Connecticut
– -$204K -3,058 Closed
CAM
1003
Claret Asset Management
Quebec, Canada
– -$203K -3,050 Closed
MFGM
1004
Marshall Financial Group (Maryland)
Maryland
– -$202K -3,030 Closed
WA
1005
Wealth Alliance
New York
– -$201K -3,026 Closed
TPWM
1006
Twelve Points Wealth Management
Massachusetts
– -$201K -3,022 Closed
RI
1007
Ridgewood Investments
New Jersey
– -$162K -2,434 Closed
CF
1008
Centaurus Financial
California
– -$148K -2,230 Closed
IWP
1009
Icon Wealth Partners
Texas
– -$112K -1,683 Closed
AIM
1010
Acropolis Investment Management
Missouri
– -$112K -1,682 Closed
TFP
1011
Tilia Fiduciary Partners
North Carolina
– -$109K -1,634 Closed
FA
1012
Fiduciary Alliance
South Carolina
– -$80.9K -1,216 Closed
ODG
1013
O'Dell Group
Ohio
– -$79.8K -1,198 Closed
WP
1014
WealthPLAN Partners
Nebraska
– -$76.4K -1,148 Closed
TFM
1015
TFC Financial Management
Massachusetts
– -$62.6K -940 Closed
MCI
1016
MRP Capital Investments
Georgia
– -$60.2K -905 Closed
CA
1017
Crewe Advisors
Utah
– -$59.6K -895 Closed
CFO
1018
CVA Family Office
Colorado
– -$48.5K -728 Closed
VC
1019
Vestor Capital
Illinois
– -$44K -661 Closed
IAIM
1020
Industrial Alliance Investment Management
Quebec, Canada
– -$40K -600 Closed
BAM
1021
Bosun Asset Management
Illinois
– -$34K -511 Closed
GCM
1022
Gables Capital Management
Florida
– -$26.6K -400 Closed
CT
1023
Cambridge Trust
Massachusetts
– -$25.4K -381 Closed
SF
1024
Safeguard Financial
Wisconsin
– -$23K -354 Closed
ITFISA
1025
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
– -$20K -300 Closed
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