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Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1101
Outlook Wealth Advisors
Texas
$261K +$12.6K +49 +5%
AF
1102
Arrow Financial
New York
$261K +$251K +979 +890%
AWM
1103
Accurate Wealth Management
Florida
$260K +$4.62K +18 +2%
AWM
1104
Atticus Wealth Management
Florida
$260K +$14.4K +56 +5%
FMN
1105
Financial Management Network
California
$260K +$25.7K +100 +10%
KFGK
1106
Keystone Financial Group (Kentucky)
Kentucky
$259K +$277K +1,078 New
HPC
1107
HM Payson & Co
Maine
$258K +$96.3K +375 +54%
OPW
1108
Oxler Private Wealth
New York
$257K – – –
EWM
1109
Evercore Wealth Management
New York
$256K – – –
WPW
1110
Waldron Private Wealth
Pennsylvania
$255K -$1.54K -6 -0.6%
SAI
1111
Systematic Alpha Investments
New Jersey
$255K – – –
TC
1112
TownSquare Capital
Utah
$255K +$6.42K +25 +2%
SA
1113
Sicart Associates
New York
$254K -$180K -700 -40%
GLA
1114
Great Lakes Advisors
Illinois
$254K -$27K -105 -9%
CA
1115
Centerpoint Advisors
Massachusetts
$254K – – –
BBA
1116
BLB&B Advisors
Pennsylvania
$254K +$272K +1,060 New
VAM
1117
Verity Asset Management
North Carolina
$253K -$19K -74 -7%
HKAM
1118
Horizon Kinetics Asset Management
New York
$253K -$12.8K -50 -5%
SW
1119
SkyOak Wealth
Michigan
$253K +$6.42K +25 +2%
WT
1120
Washington Trust
Rhode Island
$250K +$4.88K +19 +2%
TFGT
1121
TS Financial Group (TSFG)
Illinois
$250K +$9.25K +36 +4%
CL
1122
CPWM LLC
Washington
$248K +$514 +2 +0.2%
YIA
1123
YHB Investment Advisors
Connecticut
$247K +$27.5K +107 +12%
FMBTD
1124
First Midwest Bank Trust Division
Illinois
$246K -$2.57K -10 -1%
BSW
1125
Buckingham Strategic Wealth
Missouri
$246K +$40.3K +157 +18%
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