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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
1476
Claraphi Advisory Network
United States
– -$360K -1,503 Closed
WFI
1477
West Family Investments
California
– -$360K -1,503 Closed
FSC
1478
Full Sail Capital
Oklahoma
– -$360K -1,500 Closed
VC
1479
Vicus Capital
Pennsylvania
– -$347K -1,446 Closed
MA
1480
MJP Associates
Connecticut
– -$344K -1,434 Closed
WANY
1481
Wealthspire Advisors (New York)
New York
– -$343K -1,431 Closed
AA
1482
Apriem Advisors
California
– -$343K -1,430 Closed
IIC
1483
Ironwood Investment Counsel
Arizona
– -$342K -1,430 Closed
9WM
1484
9258 Wealth Management
Ohio
– -$340K -1,417 Closed
HCM
1485
Hollencrest Capital Management
California
– -$333K -1,389 Closed
DC
1486
DeDora Capital
California
– -$321K -1,337 Closed
SWA
1487
SFMG Wealth Advisors
Texas
– -$320K -1,334 Closed
SFO
1488
Stokes Family Office
Louisiana
– -$317K -1,323 Closed
MMA
1489
Miracle Mile Advisors
California
– -$313K -1,305 Closed
SW
1490
SVB Wealth
Massachusetts
– -$313K -1,304 Closed
RPGK
1491
Retirement Planning Group (Kansas)
Kansas
– -$302K -1,261 Closed
DJYG
1492
David J. Yvars Group
Florida
– -$302K -1,260 Closed
SAM
1493
Simplify Asset Management
Nevada
– -$262K -1,207 Closed
OCPWS
1494
One Charles Private Wealth Services
Massachusetts
– -$289K -1,205 Closed
BTW
1495
Boston Trust Walden
Massachusetts
– -$288K -1,200 Closed
GLA
1496
Good Life Advisors
Pennsylvania
– -$288K -1,199 Closed
HIP
1497
HUB Investment Partners
Texas
– -$278K -1,160 Closed
MGIM
1498
M&G Investment Management
United Kingdom
– -$278K -1,157 Closed
SAM
1499
Synergy Asset Management
Washington
– -$277K -1,156 Closed
PCP
1500
Proficio Capital Partners
Massachusetts
– -$277K -1,155 Closed
58 59
60
61 62