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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
1251
Investmark Advisory Group
Connecticut
– -$212K -1,566 Closed
WPW
1252
Waldron Private Wealth
Pennsylvania
– -$212K -1,564 Closed
W
1253
WealthOne
New York
– -$212K -1,563 Closed
GC
1254
Garde Capital
Washington
– -$210K -1,546 Closed
SDH
1255
Sloy Dahl & Holst
Washington
– -$209K -1,542 Closed
ACM
1256
Advisors Capital Management
New Jersey
– -$207K -1,525 Closed
MAG
1257
MRA Advisory Group
New Jersey
– -$205K -1,515 Closed
KP
1258
Keel Point
Alabama
– -$204K -1,508 Closed
MG
1259
Mather Group
Illinois
– -$204K -1,501 Closed
EWG
1260
Executive Wealth Group
Washington
– -$203K -1,500 Closed
MMPW
1261
Mitchell McLeod Pugh & Williams
Alabama
– -$203K -1,500 Closed
PAM
1262
Paradigm Asset Management
New York
– -$203K -1,500 Closed
AI
1263
Accredited Investors
Minnesota
– -$203K -1,499 Closed
9WM
1264
9258 Wealth Management
Ohio
– -$202K -1,492 Closed
FHC
1265
First Heartland Consultants
Missouri
– -$200K -1,482 Closed
FPCP
1266
Fort Point Capital Partners
California
– -$201K -1,482 Closed
PGFC
1267
Peapack-Gladstone Financial Corp
New Jersey
– -$200K -1,431 Closed
CAGAS
1268
Capital Advisory Group Advisory Services
Minnesota
– -$145K -1,072 Closed
MBFW
1269
Morton Brown Family Wealth
Pennsylvania
– -$136K -1,000 Closed
SIMG
1270
Stephens Investment Management Group
Texas
– -$116K -856 Closed
FFWM
1271
Future Financial Wealth Management
Ohio
– -$110K -812 Closed
FAG
1272
Fortitude Advisory Group
Washington
– -$98K -722 Closed
TLCM
1273
Twin Lakes Capital Management
California
– -$92K -679 Closed
T
1274
TCWP
Ohio
– -$88K -650 Closed
IAIM
1275
Industrial Alliance Investment Management
Quebec, Canada
– -$60K -443 Closed
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