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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1026
Wealth Alliance
New York
– -$230K -3,745 Closed
JCM
1027
Jag Capital Management
Missouri
– -$230K -3,737 Closed
CWM
1028
Cornerstone Wealth Management
Missouri
– -$229K -3,725 Closed
NA
1029
NewEdge Advisors
Louisiana
– -$228K -3,716 Closed
SMC
1030
Smith, Moore & Co
Missouri
– -$228K -3,704 Closed
RBFC
1031
Roman Butler Fullerton & Co
Missouri
– -$242K -3,662 Closed
PWPS
1032
Pinnacle Wealth Planning Services
Ohio
– -$217K -3,533 Closed
RC
1033
RegentAtlantic Capital
New Jersey
– -$217K -3,525 Closed
ACI
1034
Alpha Cubed Investments
California
– -$216K -3,519 Closed
AMCA
1035
Arthur M. Cohen & Associates
Illinois
– -$216K -3,510 Closed
SEC
1036
Seven Eight Capital
New York
– -$215K -3,503 Closed
WCM
1037
Whitener Capital Management
North Carolina
– -$212K -3,462 Closed
ACM
1038
Adalta Capital Management
New York
– -$213K -3,458 Closed
SBIA
1039
Sheaff Brock Investment Advisors
Indiana
– -$211K -3,432 Closed
CGH
1040
Crossmark Global Holdings
Texas
– -$207K -3,365 Closed
YIH
1041
Y-Intercept (HK)
Hong Kong
– -$207K -3,364 Closed
CWP
1042
Concord Wealth Partners
Virginia
– -$206K -3,359 Closed
MWM
1043
Mission Wealth Management
California
– -$206K -3,350 Closed
SYBT
1044
Stock Yards Bank & Trust
Kentucky
– -$206K -3,344 Closed
USCWA
1045
U.S. Capital Wealth Advisors
Texas
– -$203K -3,296 Closed
CT
1046
Coastline Trust
Rhode Island
– -$200K -3,258 Closed
NIMI
1047
Natixis Investment Managers International
France
– -$193K -3,148 Closed
NICM
1048
Neo Ivy Capital Management
New York
– -$147K -2,393 Closed
VVP
1049
Venture Visionary Partners
Ohio
– -$146K -2,374 Closed
CSPIA
1050
Cary Street Partners Investment Advisory
Virginia
– -$113K -1,832 Closed
40 41
42
43 44