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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
526
Darwin Wealth Management
Florida
$610K -$54.5K -596 -7%
IA
527
IFP Advisors
Florida
$609K – – –
SF
528
Summit Financial
New Jersey
$609K -$10.3K -113 -1%
SFG
529
Synergy Financial Group
California
$607K -$61K -668 -6%
IAN
530
Integrated Advisors Network
Texas
$606K -$222K -2,425 -20%
X
531
Xponance
Pennsylvania
$603K -$4.12M -45,126 -82%
Capstone Investment Advisors
532
Capstone Investment Advisors
New York
$598K -$632K -6,921 -42%
FIA
533
Foundations Investment Advisors
Arizona
$595K +$190K +2,080 +29%
BPC
534
Banque Pictet & Cie
Switzerland
$594K – – –
Carson Wealth (CWM LLC)
535
Carson Wealth (CWM LLC)
Nebraska
$591K +$149K +1,635 +20%
TPCW
536
TD Private Client Wealth
New York
$589K +$175K +1,917 +25%
NYLIM
537
New York Life Investment Management
New York
$586K +$871K +9,529 New
LP
538
Lloyd Park
Illinois
$584K +$216K +2,365 +33%
PWS
539
Precision Wealth Strategies
Missouri
$580K +$87.5K +958 +12%
IAA
540
Independent Advisor Alliance
North Carolina
$579K -$25.7K -281 -3%
SWM
541
SeaCrest Wealth Management
New York
$577K -$35.2K -385 -4%
F
542
F3Logic
Minnesota
$574K -$54.6K -598 -6%
BAM
543
Blueshift Asset Management
New Jersey
$572K +$417K +4,559 +96%
SIA
544
SeaBridge Investment Advisors
New Jersey
$570K +$90.1K +986 +12%
HWM
545
HB Wealth Management
Georgia
$566K +$34.4K +377 +4%
KCFA
546
Key Client Fiduciary Advisors
New Jersey
$565K +$105K +1,144 +14%
AWS
547
Atria Wealth Solutions
New York
$563K -$1.25M -13,646 -60%
WAP
548
Wealthcare Advisory Partners
Pennsylvania
$549K +$3.11K +34 +0.4%
TCA
549
Transcend Capital Advisors
New Jersey
$549K +$251K +2,750 +44%
TMAM
550
Tokio Marine Asset Management
Japan
$545K +$257K +2,812 +46%