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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
526
Octavia Wealth Advisors
Ohio
$603K -$23K -406 -5%
S
527
SignatureFD
Georgia
$599K +$124K +2,185 +39%
AFG
528
Atomi Financial Group
New York
$594K +$434K +7,675 New
LNWWM
529
Laird Norton Wetherby Wealth Management
California
$593K +$127K +2,241 +41%
DI
530
DFPG Investments
Utah
$589K +$485K +8,578 New
KCFA
531
Key Client Fiduciary Advisors
New Jersey
$581K +$57 +1 +0%
FMLI
532
Fukoku Mutual Life Insurance
Japan
$581K +$154K +2,722 +57%
MYAM
533
Meiji Yasuda Asset Management
Japan
$581K – – –
BPC
534
Banque Pictet & Cie
Switzerland
$572K -$91.1K -1,611 -18%
IAA
535
Independent Advisor Alliance
North Carolina
$566K +$57 +1 +0%
MS
536
Maven Securities
Jersey
$565K -$1.02M -18,028 -71%
RLWM
537
RF&L Wealth Management
Massachusetts
$563K – – –
MS
538
Mizuho Securities
Japan
$558K -$52.6K -930 -11%
WKSWA
539
White Knight Strategic Wealth Advisors
New Jersey
$558K -$43.3K -766 -10%
CWP
540
Cyndeo Wealth Partners
Florida
$554K +$97.6K +1,727 +32%
MA
541
Mutual Advisors
Nebraska
$554K -$12.3K -217 -3%
BCI
542
Brinker Capital Investments
Pennsylvania
$550K +$147K +2,607 +49%
OPS
543
Orion Portfolio Solutions
Nebraska
$550K +$147K +2,607 +49%
P
544
&Partners
Tennessee
$549K +$451K +7,982 New
AA
545
Altrafin AG
$531K -$283K -5,000 -42%
TCM
546
Tran Capital Management
California
$524K – – –
AWM
547
Avior Wealth Management
Nebraska
$522K – – –
SC
548
Scotia Capital
Ontario, Canada
$521K -$41.6K -736 -10%
YIH
549
Y-Intercept (HK)
Hong Kong
$514K -$2.92M -51,706 -89%
H
550
HoyleCohen
California
$514K -$34.2K -605 -8%
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