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Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SFGP
1101
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
– -$19K -349 Closed
1M
1102
1248 Management
Missouri
– -$18.8K -346 Closed
GFPC
1103
Global Financial Private Client
Florida
– -$18.3K -336 Closed
RTC
1104
Riverview Trust Company
Washington
– -$17.9K -329 Closed
SCB
1105
Saudi Central Bank
Saudi Arabia
– -$11.8K -218 Closed
VWM
1106
Valley Wealth Managers
New Jersey
– -$8.96K -165 Closed
MFA
1107
McClarren Financial Advisors
Pennsylvania
– -$29K -108 Closed
PP
1108
PrairieView Partners
Minnesota
– -$5.82K -100 -98%
CWC
1109
Carolinas Wealth Consulting
North Carolina
– -$4.73K -87 Closed
DI
1110
DAGCO Inc
Ohio
– -$4.08K -75 Closed
CAWM
1111
Capital A Wealth Management
Pennsylvania
– -$3.26K -60 Closed
KIM
1112
Kestra Investment Management
Texas
– -$3.04K -56 Closed
CI
1113
Cordant Inc
Oregon
– -$2.99K -55 Closed
FAM
1114
Flaharty Asset Management
Florida
– -$2.72K -50 Closed
CA
1115
Continuum Advisory
Idaho
– -$2.23K -41 Closed
BCWM
1116
Bartlett & Co Wealth Management
Ohio
– -$1.79K -33 Closed
LB
1117
Legacy Bridge
Iowa
– -$1.63K -30 Closed
WT
1118
Washington Trust
Rhode Island
– -$1.63K -30 Closed
WPA
1119
West Paces Advisors
Georgia
– -$1.63K -30 Closed
JFA
1120
JNBA Financial Advisors
Minnesota
– -$1.09K -20 Closed
RCA
1121
Runnymede Capital Advisors
Ohio
– -$1.09K -20 Closed
PPWM
1122
PFG Private Wealth Management
Florida
– -$869 -16 Closed
RA
1123
Rise Advisors
New York
– -$869 -16 Closed
WW
1124
Winnow Wealth
Texas
– -$847 -16 Closed
AW
1125
Affinity Wealth
Ohio
– -$815 -15 Closed
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