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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
1076
Thompson Siegel & Walmsley
Virginia
– -$271K -3,200 Closed
WWP
1077
Waypoint Wealth Partners
California
– -$266K -3,140 Closed
PA
1078
Pinnacle Associates
New York
– -$265K -3,134 Closed
FPAS
1079
Focus Partners Advisor Solutions
Missouri
– -$264K -3,121 Closed
PIA
1080
Powell Investment Advisors
Florida
– -$262K -3,097 Closed
HWM
1081
Howard Wealth Management
Connecticut
– -$259K -3,058 Closed
CWM
1082
Cornerstone Wealth Management
Missouri
– -$258K -3,053 Closed
MFGM
1083
Marshall Financial Group (Maryland)
Maryland
– -$256K -3,030 Closed
JWWM
1084
Johnson & White Wealth Management
Pennsylvania
– -$256K -3,022 Closed
CFP
1085
Cascade Financial Partners
California
– -$231K -3,005 Closed
FCI
1086
Financial Counselors Inc
Kansas
– -$253K -2,990 Closed
FSA
1087
Financial Sense Advisors
California
– -$252K -2,978 Closed
SQA
1088
Simon Quick Advisors
New Jersey
– -$251K -2,971 Closed
MFG
1089
Merit Financial Group
Georgia
– -$205K -2,957 Closed
KCM
1090
Kathmere Capital Management
Pennsylvania
– -$249K -2,949 Closed
DWM
1091
Dakota Wealth Management
Florida
– -$249K -2,948 Closed
SAM
1092
Simplify Asset Management
Nevada
– -$249K -2,947 Closed
ET
1093
Equitable Trust
Tennessee
– -$249K -2,946 Closed
GI
1094
GAMCO Investors
Connecticut
– -$248K -2,928 Closed
IWA
1095
IVC Wealth Advisors
Pennsylvania
– -$247K -2,921 Closed
CAM
1096
Claret Asset Management
Quebec, Canada
– -$246K -2,908 Closed
KP
1097
Keel Point
Alabama
– -$244K -2,886 Closed
CCM
1098
Canal Capital Management
Virginia
– -$242K -2,866 Closed
TVAMP
1099
Tennessee Valley Asset Management Partners
Tennessee
– -$241K -2,850 Closed
SAM
1100
Silvercrest Asset Management
New York
– -$237K -2,805 Closed
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44
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