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XYZ

Block Inc
XYZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
1501
Plancorp LLC
Missouri
– -$276K -1,150 Closed
AWM
1502
Altus Wealth Management
Kentucky
– -$273K -1,140 Closed
QPWM
1503
Quadrant Private Wealth Management
Pennsylvania
– -$272K -1,136 Closed
DWM
1504
Dorchester Wealth Management
Quebec, Canada
– -$272K -1,135 Closed
FFS
1505
Founders Financial Securities
Maryland
– -$271K -1,132 Closed
RCAG
1506
Rehmann Capital Advisory Group
Michigan
– -$267K -1,113 Closed
GP
1507
Girard Partners
Pennsylvania
– -$264K -1,101 Closed
WPC
1508
Waters Parkerson & Co
Louisiana
– -$264K -1,100 Closed
YMRC
1509
Yorktown Management & Research Company
Virginia
– -$264K -1,100 Closed
CA
1510
Continuum Advisory
Idaho
– -$263K -1,098 Closed
KCM
1511
Karp Capital Management
California
– -$261K -1,090 Closed
NL
1512
Navalign LLC
California
– -$261K -1,089 Closed
OWA
1513
Outlook Wealth Advisors
Texas
– -$261K -1,089 Closed
KFGK
1514
Keystone Financial Group (Kentucky)
Kentucky
– -$259K -1,078 Closed
OPW
1515
Oxler Private Wealth
New York
– -$257K -1,075 Closed
EWM
1516
Evercore Wealth Management
New York
– -$256K -1,066 Closed
WPW
1517
Waldron Private Wealth
Pennsylvania
– -$255K -1,064 Closed
TC
1518
TownSquare Capital
Utah
– -$255K -1,062 Closed
GLA
1519
Great Lakes Advisors
Illinois
– -$254K -1,061 Closed
BBA
1520
BLB&B Advisors
Pennsylvania
– -$254K -1,060 Closed
SA
1521
Sicart Associates
New York
– -$254K -1,060 Closed
HKAM
1522
Horizon Kinetics Asset Management
New York
– -$253K -1,055 Closed
VAM
1523
Verity Asset Management
North Carolina
– -$253K -1,054 Closed
SW
1524
SkyOak Wealth
Michigan
– -$253K -1,053 Closed
YIA
1525
YHB Investment Advisors
Connecticut
– -$247K -1,030 Closed
59 60
61
62 63