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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
TWPM
1126
Total Wealth Planning & Management
Florida
– -$312K -3,672 Closed
SIG
1127
Sargent Investment Group
Maryland
– -$299K -3,649 Closed
WPIC
1128
White Pine Investment Company
Michigan
– -$303K -3,560 Closed
CT
1129
Chicago Trust
Illinois
– -$302K -3,550 Closed
WA
1130
Waverly Advisors
Alabama
– -$302K -3,549 Closed
WWM
1131
Westwood Wealth Management
California
– -$293K -3,450 Closed
SMC
1132
Smith, Moore & Co
Missouri
– -$275K -3,235 Closed
AIA
1133
AssuredPartners Investment Advisors
Florida
– -$273K -3,208 Closed
SB
1134
Strategic Blueprint
Georgia
– -$272K -3,197 Closed
BFG
1135
Berger Financial Group
Minnesota
– -$272K -3,195 Closed
AIM
1136
Aigen Investment Management
New York
– -$271K -3,194 Closed
MFG
1137
Merit Financial Group
Georgia
– -$271K -3,188 Closed
PA
1138
Pinnacle Associates
New York
– -$266K -3,132 Closed
SAM
1139
Silvercrest Asset Management
New York
– -$266K -3,126 Closed
CSP
1140
Cary Street Partners
Virginia
– -$261K -3,074 Closed
SWM
1141
SilverOak Wealth Management
Minnesota
– -$261K -3,074 Closed
PIA
1142
Powell Investment Advisors
Florida
– -$260K -3,063 Closed
MCCA
1143
Mill Creek Capital Advisors
Pennsylvania
– -$260K -3,055 Closed
SAG
1144
SageView Advisory Group
California
– -$259K -3,053 Closed
HCA
1145
Harbour Capital Advisors
Virginia
– -$279K -3,030 Closed
VW
1146
Vance Wealth
California
– -$257K -3,029 Closed
IC
1147
Iconiq Capital
California
– -$257K -3,024 Closed
WMWM
1148
Whitaker-Myers Wealth Managers
Ohio
– -$256K -3,014 Closed
FFA
1149
First Foundation Advisors
California
– -$256K -3,010 Closed
PPA
1150
Pacific Point Advisors
California
– -$255K -3,000 Closed
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