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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
1251
Waldron Private Wealth
Pennsylvania
– -$212K -1,564 Closed
W
1252
WealthOne
New York
– -$212K -1,563 Closed
GC
1253
Garde Capital
Washington
– -$210K -1,546 Closed
SDH
1254
Sloy Dahl & Holst
Washington
– -$209K -1,542 Closed
ACM
1255
Advisors Capital Management
New Jersey
– -$207K -1,525 Closed
MAG
1256
MRA Advisory Group
New Jersey
– -$205K -1,515 Closed
KP
1257
Keel Point
Alabama
– -$204K -1,508 Closed
MG
1258
Mather Group
Illinois
– -$204K -1,501 Closed
EWG
1259
Executive Wealth Group
Washington
– -$203K -1,500 Closed
MMPW
1260
Mitchell McLeod Pugh & Williams
Alabama
– -$203K -1,500 Closed
PAM
1261
Paradigm Asset Management
New York
– -$203K -1,500 Closed
AI
1262
Accredited Investors
Minnesota
– -$203K -1,499 Closed
9WM
1263
9258 Wealth Management
Ohio
– -$202K -1,492 Closed
FHC
1264
First Heartland Consultants
Missouri
– -$200K -1,482 Closed
FPCP
1265
Fort Point Capital Partners
California
– -$201K -1,482 Closed
PGFC
1266
Peapack-Gladstone Financial Corp
New Jersey
– -$200K -1,431 Closed
CAGAS
1267
Capital Advisory Group Advisory Services
Minnesota
– -$145K -1,072 Closed
MBFW
1268
Morton Brown Family Wealth
Pennsylvania
– -$136K -1,000 Closed
SIMG
1269
Stephens Investment Management Group
Texas
– -$116K -856 Closed
FFWM
1270
Future Financial Wealth Management
Ohio
– -$110K -812 Closed
FAG
1271
Fortitude Advisory Group
Washington
– -$98K -722 Closed
TLCM
1272
Twin Lakes Capital Management
California
– -$92K -679 Closed
T
1273
TCWP
Ohio
– -$88K -650 Closed
IAIM
1274
Industrial Alliance Investment Management
Quebec, Canada
– -$60K -443 Closed
ADL
1275
Asset Dedication LLC
California
– -$55K -394 Closed
49 50
51
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