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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
KOC
1126
Koss-Olinger Consulting
Florida
– -$414K -5,358 Closed
CM
1127
Caption Management
Oklahoma
– -$400K -5,171 Closed
CIP
1128
Convergence Investment Partners
Florida
– -$369K -4,769 Closed
ECU
1129
Eisler Capital (UK)
United Kingdom
– -$365K -4,725 Closed
ODG
1130
O'Dell Group
Ohio
– -$342K -4,422 Closed
ECM
1131
Evergreen Capital Management
Washington
– -$333K -4,305 Closed
SIG
1132
Sargent Investment Group
Maryland
– -$300K -3,875 Closed
OAM
1133
Oxford Asset Management
United Kingdom
– -$265K -3,430 Closed
WP
1134
Woodline Partners
California
– -$254K -3,279 Closed
KLCM
1135
KG&L Capital Management
Louisiana
– -$249K -3,225 Closed
OR
1136
Olympiad Research
Connecticut
– -$246K -3,178 Closed
ARC
1137
Advisor Resource Council
Texas
– -$245K -3,164 Closed
HW
1138
Hamilton Wealth
California
– -$226K -2,923 Closed
NWM
1139
Napa Wealth Management
California
– -$223K -2,883 Closed
EWM
1140
Evercore Wealth Management
New York
– -$218K -2,817 Closed
IA
1141
IFG Advisory
Georgia
– -$213K -2,749 Closed
MWM
1142
Merriman Wealth Management
Washington
– -$203K -2,622 Closed
SCM
1143
Stevens Capital Management
Pennsylvania
– -$201K -2,603 Closed
PVH
1144
Psagot Value Holdings
Israel
– -$207K -2,600 Closed
MIS
1145
Morningstar Investment Services
Illinois
– -$201K -2,524 Closed
MIFH
1146
Migdal Insurance & Financial Holdings
Israel
– -$199K -2,500 Closed
BCWM
1147
Bartlett & Co Wealth Management
Ohio
– -$154K -1,937 Closed
SAI
1148
Systematic Alpha Investments
New Jersey
– -$77.3K -1,000 Closed
GWS
1149
Glassman Wealth Services
Virginia
– -$63.2K -817 Closed
TWM
1150
Tradition Wealth Management
Minnesota
– -$61K -789 Closed
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