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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
FCI
1176
Financial Counselors Inc
Kansas
– -$217K -2,550 Closed
MG
1177
McHugh Group
Ohio
– -$217K -2,550 Closed
PCS
1178
Personal CFO Solutions
New Jersey
– -$217K -2,550 Closed
JWWM
1179
Johnson & White Wealth Management
Pennsylvania
– -$221K -2,549 Closed
AL
1180
Arnhold LLC
New York
– -$216K -2,545 Closed
MGIA
1181
Moneta Group Investment Advisors
Missouri
– -$214K -2,523 Closed
WA
1182
Wealth Alliance
New York
– -$213K -2,512 Closed
TWP
1183
Tempus Wealth Planning
California
– -$213K -2,510 Closed
CFP
1184
Cascade Financial Partners
California
– -$213K -2,505 Closed
NYLIM
1185
New York Life Investment Management
New York
– -$212K -2,495 Closed
GPA
1186
Guerra Pan Advisors
New Jersey
– -$211K -2,486 Closed
PFS
1187
Prospect Financial Services
New York
– -$211K -2,483 Closed
QWP
1188
Quotient Wealth Partners
Texas
– -$210K -2,473 Closed
BWA
1189
Bordeaux Wealth Advisors
California
– -$209K -2,459 Closed
CCM
1190
Canal Capital Management
Virginia
– -$209K -2,458 Closed
NWM
1191
Napa Wealth Management
California
– -$203K -2,387 Closed
SC
1192
Sierra Capital
Florida
– -$203K -2,386 Closed
GLA
1193
Great Lakes Advisors
Illinois
– -$203K -2,385 Closed
LA
1194
Legacy Advisors
Pennsylvania
– -$200K -2,358 Closed
JSAM
1195
J. Safra Asset Management
New York
– -$190K -2,174 Closed
SC
1196
Stance Capital
Massachusetts
– -$185K -2,172 Closed
AIM
1197
Acropolis Investment Management
Missouri
– -$127K -1,491 Closed
JFGIW
1198
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$131K -1,443 Closed
CAS
1199
Coppell Advisory Solutions
Texas
– -$90.5K -1,035 Closed
MBFW
1200
Morton Brown Family Wealth
Pennsylvania
– -$85K -1,000 Closed
46 47
48
49 50