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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
ML
501
McAdam LLC
Pennsylvania
$8K +$6.54K +119 +1,082%
JA
502
JOYN Advisors
Georgia
$8K +$6.71K +122 New
CFA
503
Carroll Financial Associates
North Carolina
$7K
Carson Wealth (CWM LLC)
504
Carson Wealth (CWM LLC)
Nebraska
$7K
CWM
505
Catamount Wealth Management
Connecticut
$7K
PCP
506
Proficio Capital Partners
Massachusetts
$7K +$1.1K +20 +22%
IWP
507
Icon Wealth Partners
Texas
$7K +$6.38K +116 New
BFC
508
Bedel Financial Consulting
Indiana
$6K
RWG
509
Regal Wealth Group
California
$6K
GFP
510
Gryphon Financial Partners
Ohio
$6K +$5.5K +100 New
PHK
511
Point72 Hong Kong
Hong Kong
$5K -$34.9K -635 -88%
ADL
512
Asset Dedication LLC
California
$5K
MA
513
MCF Advisors
Kentucky
$5K
CWA
514
Clarus Wealth Advisors
Arizona
$5K +$5.5K +100 New
Lazard Asset Management
515
Lazard Asset Management
New York
$4K -$545K -9,903 -99%
PGWM
516
Parisi Gray Wealth Management
New Jersey
$4K
SFM
517
Signet Financial Management
New Jersey
$3K -$14.7K -267 -85%
TL
518
TrueWealth LLC
Georgia
$3K
CWM
519
Cedar Wealth Management
California
$3K +$2.86K +52 New
RE
520
RBC Europe
United Kingdom
$2.96K -$35.8K -650 -93%
LF
521
Lee Financial
Texas
$2K -$2.48K -45 -58%
PG
522
Patten Group
Tennessee
$2K
CFD
523
Creative Financial Designs
Indiana
$2K +$550 +10 +33%
CAW
524
Cornerstone Advisors (Washington)
Washington
$2K +$1.71K +31 New
BSG
525
Black Swift Group
Colorado
$2K +$1.76K +32 New