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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
WDC
1501
Woodward Diversified Capital
California
– -$276K -1,151 Closed
PL
1502
Plancorp LLC
Missouri
– -$276K -1,150 Closed
AWM
1503
Altus Wealth Management
Kentucky
– -$273K -1,140 Closed
QPWM
1504
Quadrant Private Wealth Management
Pennsylvania
– -$272K -1,136 Closed
DWM
1505
Dorchester Wealth Management
Quebec, Canada
– -$272K -1,135 Closed
FFS
1506
Founders Financial Securities
Maryland
– -$271K -1,132 Closed
RCAG
1507
Rehmann Capital Advisory Group
Michigan
– -$267K -1,113 Closed
GP
1508
Girard Partners
Pennsylvania
– -$264K -1,101 Closed
WPC
1509
Waters Parkerson & Co
Louisiana
– -$264K -1,100 Closed
YMRC
1510
Yorktown Management & Research Company
Virginia
– -$264K -1,100 Closed
CA
1511
Continuum Advisory
Idaho
– -$263K -1,098 Closed
KCM
1512
Karp Capital Management
California
– -$261K -1,090 Closed
NL
1513
Navalign LLC
California
– -$261K -1,089 Closed
OWA
1514
Outlook Wealth Advisors
Texas
– -$261K -1,089 Closed
KFGK
1515
Keystone Financial Group (Kentucky)
Kentucky
– -$259K -1,078 Closed
OPW
1516
Oxler Private Wealth
New York
– -$257K -1,075 Closed
EWM
1517
Evercore Wealth Management
New York
– -$256K -1,066 Closed
WPW
1518
Waldron Private Wealth
Pennsylvania
– -$255K -1,064 Closed
TC
1519
TownSquare Capital
Utah
– -$255K -1,062 Closed
GLA
1520
Great Lakes Advisors
Illinois
– -$254K -1,061 Closed
BBA
1521
BLB&B Advisors
Pennsylvania
– -$254K -1,060 Closed
SA
1522
Sicart Associates
New York
– -$254K -1,060 Closed
HKAM
1523
Horizon Kinetics Asset Management
New York
– -$253K -1,055 Closed
VAM
1524
Verity Asset Management
North Carolina
– -$253K -1,054 Closed
SW
1525
SkyOak Wealth
Michigan
– -$253K -1,053 Closed
59 60
61
62 63