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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1201
Magnus Financial Group
New York
– -$265K -1,952 Closed
NL
1202
NWAM LLC
Washington
– -$263K -1,937 Closed
SIC
1203
SFE Investment Counsel
California
– -$262K -1,932 Closed
WBG
1204
Wharton Business Group
Pennsylvania
– -$261K -1,923 Closed
JC
1205
JB Capital
Connecticut
– -$260K -1,911 Closed
NRS
1206
Neville Rodie & Shaw
New York
– -$255K -1,910 Closed
LJAC
1207
L.J. Altfest & Co
New York
– -$257K -1,893 Closed
LI
1208
LVZ Inc
Michigan
– -$255K -1,882 Closed
DA
1209
DSC Advisors
Illinois
– -$254K -1,875 Closed
FPCG
1210
Fort Pitt Capital Group
Pennsylvania
– -$252K -1,860 Closed
JGC
1211
J. Goldman & Co
New York
– -$252K -1,860 Closed
CPW
1212
Catalyst Private Wealth
California
– -$252K -1,859 Closed
SHGA
1213
Sand Hill Global Advisors
California
– -$251K -1,854 Closed
GA
1214
Greytown Advisors
Florida
– -$251K -1,851 Closed
HW
1215
Hancock Whitney
Mississippi
– -$250K -1,841 Closed
IC
1216
Intersect Capital
California
– -$248K -1,827 Closed
VWM
1217
Venturi Wealth Management
Texas
– -$245K -1,808 Closed
SVWAG
1218
Sound View Wealth Advisors Group
Georgia
– -$242K -1,781 Closed
CANY
1219
Caxton Associates (New York)
New York
– -$239K -1,764 Closed
LFAS
1220
Level Four Advisory Services
Texas
– -$237K -1,747 Closed
EWA
1221
Encompass Wealth Advisors
Oregon
– -$235K -1,734 Closed
QPWM
1222
Quadrant Private Wealth Management
Pennsylvania
– -$235K -1,732 Closed
CG
1223
Colony Group
Massachusetts
– -$233K -1,716 Closed
RF
1224
Rollins Financial
Georgia
– -$232K -1,708 Closed
EWM
1225
Evercore Wealth Management
New York
– -$231K -1,705 Closed
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