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Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CHJWM
1201
Carlton Hofferkamp & Jenks Wealth Management
Texas
– -$241K -1,959 Closed
MFG
1202
Magnus Financial Group
New York
– -$265K -1,952 Closed
NL
1203
NWAM LLC
Washington
– -$263K -1,937 Closed
SIC
1204
SFE Investment Counsel
California
– -$262K -1,932 Closed
WBG
1205
Wharton Business Group
Pennsylvania
– -$261K -1,923 Closed
JC
1206
JB Capital
Connecticut
– -$260K -1,911 Closed
NRS
1207
Neville Rodie & Shaw
New York
– -$255K -1,910 Closed
LJAC
1208
L.J. Altfest & Co
New York
– -$257K -1,893 Closed
LI
1209
LVZ Inc
Michigan
– -$255K -1,882 Closed
DA
1210
DSC Advisors
Illinois
– -$254K -1,875 Closed
FPCG
1211
Fort Pitt Capital Group
Pennsylvania
– -$252K -1,860 Closed
JGC
1212
J. Goldman & Co
New York
– -$252K -1,860 Closed
CPW
1213
Catalyst Private Wealth
California
– -$252K -1,859 Closed
SHGA
1214
Sand Hill Global Advisors
California
– -$251K -1,854 Closed
GA
1215
Greytown Advisors
Florida
– -$251K -1,851 Closed
HW
1216
Hancock Whitney
Mississippi
– -$250K -1,841 Closed
IC
1217
Intersect Capital
California
– -$248K -1,827 Closed
VWM
1218
Venturi Wealth Management
Texas
– -$245K -1,808 Closed
SVWAG
1219
Sound View Wealth Advisors Group
Georgia
– -$242K -1,781 Closed
CANY
1220
Caxton Associates (New York)
New York
– -$239K -1,764 Closed
LFAS
1221
Level Four Advisory Services
Texas
– -$237K -1,747 Closed
EWA
1222
Encompass Wealth Advisors
Oregon
– -$235K -1,734 Closed
QPWM
1223
Quadrant Private Wealth Management
Pennsylvania
– -$235K -1,732 Closed
CG
1224
Colony Group
Massachusetts
– -$233K -1,716 Closed
RF
1225
Rollins Financial
Georgia
– -$232K -1,708 Closed
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