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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1176
Caerus Investment Advisors
Texas
– -$222K -2,610 Closed
CA
1177
Claro Advisors
Massachusetts
– -$220K -2,593 Closed
EWA
1178
Exencial Wealth Advisors
Oklahoma
– -$220K -2,587 Closed
MFG
1179
Magnus Financial Group
New York
– -$217K -2,558 Closed
FCI
1180
Financial Counselors Inc
Kansas
– -$217K -2,550 Closed
MG
1181
McHugh Group
Ohio
– -$217K -2,550 Closed
PCS
1182
Personal CFO Solutions
New Jersey
– -$217K -2,550 Closed
JWWM
1183
Johnson & White Wealth Management
Pennsylvania
– -$221K -2,549 Closed
AL
1184
Arnhold LLC
New York
– -$216K -2,545 Closed
MGIA
1185
Moneta Group Investment Advisors
Missouri
– -$214K -2,523 Closed
WA
1186
Wealth Alliance
New York
– -$213K -2,512 Closed
TWP
1187
Tempus Wealth Planning
California
– -$213K -2,510 Closed
CFP
1188
Cascade Financial Partners
California
– -$213K -2,505 Closed
NYLIM
1189
New York Life Investment Management
New York
– -$212K -2,495 Closed
GPA
1190
Guerra Pan Advisors
New Jersey
– -$211K -2,486 Closed
PFS
1191
Prospect Financial Services
New York
– -$211K -2,483 Closed
QWP
1192
Quotient Wealth Partners
Texas
– -$210K -2,473 Closed
BWA
1193
Bordeaux Wealth Advisors
California
– -$209K -2,459 Closed
CCM
1194
Canal Capital Management
Virginia
– -$209K -2,458 Closed
NWM
1195
Napa Wealth Management
California
– -$203K -2,387 Closed
SC
1196
Sierra Capital
Florida
– -$203K -2,386 Closed
GLA
1197
Great Lakes Advisors
Illinois
– -$203K -2,385 Closed
LA
1198
Legacy Advisors
Pennsylvania
– -$200K -2,358 Closed
JSAM
1199
J. Safra Asset Management
New York
– -$190K -2,174 Closed
SC
1200
Stance Capital
Massachusetts
– -$185K -2,172 Closed
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