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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
1476
West Family Investments
California
– -$360K -1,503 Closed
FSC
1477
Full Sail Capital
Oklahoma
– -$360K -1,500 Closed
VC
1478
Vicus Capital
Pennsylvania
– -$347K -1,446 Closed
MA
1479
MJP Associates
Connecticut
– -$344K -1,434 Closed
WANY
1480
Wealthspire Advisors (New York)
New York
– -$343K -1,431 Closed
AA
1481
Apriem Advisors
California
– -$343K -1,430 Closed
IIC
1482
Ironwood Investment Counsel
Arizona
– -$342K -1,430 Closed
9WM
1483
9258 Wealth Management
Ohio
– -$340K -1,417 Closed
HCM
1484
Hollencrest Capital Management
California
– -$333K -1,389 Closed
DC
1485
DeDora Capital
California
– -$321K -1,337 Closed
SWA
1486
SFMG Wealth Advisors
Texas
– -$320K -1,334 Closed
SFO
1487
Stokes Family Office
Louisiana
– -$317K -1,323 Closed
MMA
1488
Miracle Mile Advisors
California
– -$313K -1,305 Closed
SW
1489
SVB Wealth
Massachusetts
– -$313K -1,304 Closed
RPGK
1490
Retirement Planning Group (Kansas)
Kansas
– -$302K -1,261 Closed
DJYG
1491
David J. Yvars Group
Florida
– -$302K -1,260 Closed
SAM
1492
Simplify Asset Management
Nevada
– -$262K -1,207 Closed
OCPWS
1493
One Charles Private Wealth Services
Massachusetts
– -$289K -1,205 Closed
BTW
1494
Boston Trust Walden
Massachusetts
– -$288K -1,200 Closed
GLA
1495
Good Life Advisors
Pennsylvania
– -$288K -1,199 Closed
HIP
1496
HUB Investment Partners
Texas
– -$278K -1,160 Closed
MGIM
1497
M&G Investment Management
United Kingdom
– -$278K -1,157 Closed
SAM
1498
Synergy Asset Management
Washington
– -$277K -1,156 Closed
PCP
1499
Proficio Capital Partners
Massachusetts
– -$277K -1,155 Closed
WDC
1500
Woodward Diversified Capital
California
– -$276K -1,151 Closed
58 59
60
61 62