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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
YIA
1526
YHB Investment Advisors
Connecticut
– -$247K -1,030 Closed
FMBTD
1527
First Midwest Bank Trust Division
Illinois
– -$246K -1,025 Closed
BSW
1528
Buckingham Strategic Wealth
Missouri
– -$246K -1,024 Closed
RSWM
1529
Robertson Stephens Wealth Management
California
– -$245K -1,022 Closed
ACM
1530
Alpha Capital Management
Texas
– -$244K -1,019 Closed
YWP
1531
YorkBridge Wealth Partners
New York
– -$244K -1,018 Closed
RPWA
1532
Regent Peak Wealth Advisors
Georgia
– -$241K -1,004 Closed
AC
1533
AWM Capital
Arizona
– -$230K -1,000 Closed
BB
1534
Bell Bank
North Dakota
– -$240K -1,000 Closed
BCM
1535
Boltwood Capital Management
California
– -$240K -1,000 Closed
GD
1536
Grandfield & Dodd
New York
– -$240K -1,000 Closed
MSL
1537
Mackay Shields LLC
New York
– -$240K -1,000 Closed
MPI
1538
Mairs & Power Inc
Minnesota
– -$240K -1,000 Closed
SCA
1539
Sassicaia Capital Advisers
New York
– -$240K -1,000 Closed
SAI
1540
Systematic Alpha Investments
New Jersey
– -$255K -1,000 Closed
WSCM
1541
Wellington Shields Capital Management
New York
– -$240K -1,000 Closed
HL
1542
HeadInvest LLC
Maine
– -$237K -988 Closed
CAG
1543
Crestwood Advisors Group
Massachusetts
– -$234K -975 Closed
SXL
1544
Summit X LLC
Missouri
– -$239K -974 Closed
FSA
1545
Franklin Street Advisors
North Carolina
– -$232K -967 Closed
MF
1546
Manchester Financial
California
– -$228K -950 Closed
CFO
1547
Collective Family Office
Pennsylvania
– -$228K -949 Closed
BCA
1548
Bay Colony Advisors
Massachusetts
– -$227K -947 Closed
IECM
1549
Intrinsic Edge Capital Management
Illinois
– -$225K -940 Closed
MA
1550
MONECO Advisors
Connecticut
– -$225K -940 Closed