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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
GWANC
1426
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$225K -1,393 Closed
CFG
1427
Cooper Financial Group
California
– -$225K -1,391 Closed
PFA
1428
Professional Financial Advisors
Nebraska
– -$224K -1,384 Closed
SWA
1429
Stratos Wealth Advisors
Ohio
– -$223K -1,383 Closed
PWA
1430
Primoris Wealth Advisors
Florida
– -$222K -1,375 Closed
BFM
1431
Boothbay Fund Management
New York
– -$166K -1,373 Closed
RFC
1432
Regions Financial Corp
Alabama
– -$221K -1,373 Closed
CWS
1433
Confluence Wealth Services
Pennsylvania
– -$219K -1,361 Closed
CAM
1434
Claret Asset Management
Quebec, Canada
– -$219K -1,358 Closed
IGGA
1435
Iron Gate Global Advisors
Utah
– -$210K -1,344 Closed
LRPA
1436
L. Roy Papp & Associates
Arizona
– -$216K -1,338 Closed
BWA
1437
Bordeaux Wealth Advisors
California
– -$210K -1,298 Closed
FMN
1438
Financial Management Network
California
– -$203K -1,296 Closed
JIC
1439
Johnson Investment Counsel
Ohio
– -$208K -1,286 Closed
SFWA
1440
Summit Financial Wealth Advisors
Louisiana
– -$200K -1,280 Closed
STA
1441
Summit Trail Advisors
New York
– -$205K -1,268 Closed
OCG
1442
Opus Capital Group
Ohio
– -$204K -1,263 Closed
BP
1443
Ballentine Partners
Massachusetts
– -$202K -1,255 Closed
ANTB
1444
AMG National Trust Bank
Colorado
– -$202K -1,253 Closed
FFM
1445
Forum Financial Management
Illinois
– -$201K -1,246 Closed
RWM
1446
Ritholtz Wealth Management
New York
– -$186K -1,152 Closed
CC
1447
Commons Capital
Massachusetts
– -$183K -1,130 Closed
AWM
1448
Accurate Wealth Management
Florida
– -$228K -1,073 Closed
CA
1449
CoreCap Advisors
Michigan
– -$167K -1,037 Closed
CL
1450
CPWM LLC
Washington
– -$248K -1,036 Closed
56 57
58
59 60