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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1101
AlTi Global
New York
– -$237K -2,801 Closed
JWCA
1102
J.W. Cole Advisors
Florida
– -$234K -2,783 Closed
MGIA
1103
Moneta Group Investment Advisors
Missouri
– -$235K -2,780 Closed
SL
1104
Stevard LLC
Illinois
– -$234K -2,763 Closed
SWM
1105
SilverOak Wealth Management
Minnesota
– -$233K -2,750 Closed
IF
1106
Insight Folios
North Carolina
– -$232K -2,746 Closed
FFA
1107
Fortune Financial Advisors
Kansas
– -$230K -2,723 Closed
WA
1108
Wealth Alliance
New York
– -$229K -2,712 Closed
GPA
1109
Guerra Pan Advisors
New Jersey
– -$229K -2,704 Closed
ECG
1110
EPIQ Capital Group
California
– -$228K -2,701 Closed
APWM
1111
Argonautica Private Wealth Management
Massachusetts
– -$225K -2,666 Closed
CWM
1112
Calamos Wealth Management
Illinois
– -$224K -2,647 Closed
DAS
1113
Diversify Advisory Services
Utah
– -$213K -2,619 Closed
IWN
1114
Independent Wealth Network
Iowa
– -$221K -2,612 Closed
CIA
1115
Caerus Investment Advisors
Texas
– -$221K -2,610 Closed
CL
1116
COWA LLC
Oklahoma
– -$220K -2,605 Closed
AWM
1117
Aries Wealth Management
Maine
– -$220K -2,600 Closed
NIM
1118
Northeast Investment Management
Massachusetts
– -$220K -2,600 Closed
MFG
1119
Magnus Financial Group
New York
– -$220K -2,597 Closed
AL
1120
Arnhold LLC
New York
– -$215K -2,545 Closed
NYLIM
1121
New York Life Investment Management
New York
– -$214K -2,529 Closed
MFG
1122
MidWestOne Financial Group
Iowa
– -$212K -2,506 Closed
PFS
1123
Prospect Financial Services
New York
– -$210K -2,488 Closed
CM
1124
Capula Management
Cayman Islands
– -$210K -2,484 Closed
SC
1125
Sierra Capital
Florida
– -$209K -2,467 Closed
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