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Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1101
Whalen Wealth Management
Nevada
– -$527K -6,202 Closed
ICP
1102
Interchange Capital Partners
Pennsylvania
– -$518K -6,091 Closed
IAN
1103
Integrated Advisors Network
Texas
– -$516K -6,068 Closed
MUAMU
1104
Mitsubishi UFJ Asset Management (UK)
United Kingdom
– -$510K -6,000 Closed
CCP
1105
Clarity Capital Partners
California
– -$497K -5,850 Closed
PWA
1106
Prairie Wealth Advisors
Nebraska
– -$494K -5,808 Closed
HCA
1107
Heck Capital Advisors
Wisconsin
– -$492K -5,784 Closed
DCM
1108
Dudley Capital Management
Virginia
– -$463K -5,453 Closed
GFA
1109
Gallagher Fiduciary Advisors
Illinois
– -$458K -5,389 Closed
WIA
1110
Wealthedge Investment Advisors
New York
– -$443K -5,215 Closed
HCA
1111
Harbor Capital Advisors
Illinois
– -$416K -4,893 Closed
AGDI
1112
Absolute Gestao de Investimentos
Brazil
– -$415K -4,879 Closed
SW
1113
SVB Wealth
Massachusetts
– -$411K -4,840 Closed
EFG
1114
Everhart Financial Group
Ohio
– -$409K -4,816 Closed
CAM
1115
CenterStar Asset Management
Illinois
– -$401K -4,715 Closed
PWM
1116
Prosperity Wealth Management
California
– -$382K -4,495 Closed
FHB
1117
First Hawaiian Bank
Hawaii
– -$376K -4,421 Closed
WPC
1118
Wedmont Private Capital
Pennsylvania
– -$360K -4,361 Closed
LAM
1119
LECAP Asset Management
United Kingdom
– -$361K -4,251 Closed
GCA
1120
Gallagher Capital Advisors
Texas
– -$353K -4,153 Closed
WCM
1121
Washington Capital Management
Washington
– -$348K -4,100 Closed
LIA
1122
LBMC Investment Advisors
Tennessee
– -$344K -4,042 Closed
CCB
1123
Cutter & Co Brokerage
Missouri
– -$343K -4,034 Closed
CBUSF
1124
Construction & Building Unions Superannuation Fund
Australia
– -$331K -3,900 Closed
GSEP
1125
Golden State Equity Partners
California
– -$328K -3,864 Closed
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