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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
NWMG
1051
National Wealth Management Group
Ohio
– -$518K -6,121 Closed
CCMG
1052
Clark Capital Management Group
Pennsylvania
– -$512K -6,049 Closed
PPP
1053
Private Portfolio Partners
New Jersey
– -$493K -5,826 Closed
SFG
1054
Synergy Financial Group
California
– -$490K -5,795 Closed
BHCM
1055
Brevan Howard Capital Management
Jersey
– -$448K -5,298 Closed
CCC
1056
Chesapeake Capital Corp
Florida
– -$429K -5,074 Closed
MUAMU
1057
Mitsubishi UFJ Asset Management (UK)
United Kingdom
– -$423K -5,000 Closed
GIA
1058
Gladstone Institutional Advisory
Florida
– -$419K -4,956 Closed
VCP
1059
Verus Capital Partners
Arizona
– -$408K -4,820 Closed
FBC
1060
Fairfield, Bush & Co
Connecticut
– -$399K -4,717 Closed
GC
1061
Guggenheim Capital
Illinois
– -$394K -4,660 Closed
PSP
1062
Principal Street Partners
Tennessee
– -$344K -4,207 Closed
VAM
1063
Vienna Asset Management
California
– -$344K -4,135 Closed
WI
1064
WBI Investments
New Jersey
– -$349K -4,121 Closed
SB
1065
Strategic Blueprint
Georgia
– -$348K -4,110 Closed
PCG
1066
Prosperity Consulting Group
Maryland
– -$339K -4,003 Closed
SGCA
1067
Steel Grove Capital Advisors
Tennessee
– -$311K -3,673 Closed
AC
1068
ASB Consultores
Florida
– -$308K -3,645 Closed
CH
1069
Canton Hathaway
Rhode Island
– -$308K -3,640 Closed
BCM
1070
BluePointe Capital Management
California
– -$304K -3,591 Closed
AAS
1071
Ameritas Advisory Services
Nebraska
– -$281K -3,531 Closed
AC
1072
Aristeia Capital
Connecticut
– -$292K -3,456 Closed
SBIA
1073
Sheaff Brock Investment Advisors
Indiana
– -$288K -3,407 Closed
KWA
1074
Kingswood Wealth Advisors
California
– -$287K -3,396 Closed
CCM
1075
Chiron Capital Management
Florida
– -$272K -3,215 Closed
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