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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1151
LifeSteps Financial
California
– -$14.4K -170 Closed
JSAM
1152
J. Safra Asset Management
New York
– -$12.7K -150 Closed
TH
1153
TCTC Holdings
Texas
– -$10.2K -120 Closed
PAM
1154
Palisade Asset Management
Minnesota
– -$8.46K -100 Closed
FSWA
1155
Financial Synergies Wealth Advisors
Texas
– -$8.29K -98 Closed
NCTC
1156
New Covenant Trust Company
Indiana
– -$6.43K -76 Closed
OLVIG
1157
Oliver Lagore Vanvalin Investment Group
Michigan
– -$4.65K -55 Closed
NC
1158
NewSquare Capital
Pennsylvania
– -$4.48K -53 Closed
FMTCOCP
1159
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$4K -50 Closed
OC
1160
Oakworth Capital
Alabama
– -$4.23K -50 Closed
ACA
1161
American Capital Advisory
Idaho
– -$3.09K -45 Closed
MAM
1162
MMA Asset Management
Pennsylvania
– -$3.21K -38 Closed
VAMG
1163
Voisard Asset Management Group
Michigan
– -$2.54K -30 Closed
MSG
1164
Main Street Group
Virginia
– -$2.36K -29 Closed
GFL
1165
Granite FO LLC
New Hampshire
– -$1.1K -17 Closed
RCM
1166
Richardson Capital Management
Wisconsin
– -$1.35K -16 Closed
OAJ
1167
Ogorek Anthony Joseph
New York
– -$1K -15 Closed
DWA
1168
Delos Wealth Advisors
Texas
– -$846 -10 Closed
FFWA
1169
FRG Family Wealth Advisors
Washington
– -$365 -5 Closed
CWAF
1170
Core Wealth Advisors (Florida)
Florida
– -$339 -4 Closed
LWANC
1171
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$339 -4 Closed
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