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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
526
First Trust Direct Indexing
Massachusetts
$504K -$161K -2,302 -23%
DC
527
Davenport & Co
Virginia
$500K -$92.1K -1,317 -15%
NFG
528
Nations Financial Group
Iowa
$490K +$4.9K +70 +0.9%
NW
529
NewEdge Wealth
Pennsylvania
$487K -$88.2K -1,261 -14%
AWM
530
Avior Wealth Management
Nebraska
$486K +$148K +2,118 +39%
RIM
531
Rakuten Investment Management
Japan
$484K +$199K +2,846 +59%
AG
532
Algert Global
California
$483K +$524K +7,493 New
LNWWM
533
Laird Norton Wetherby Wealth Management
California
$482K -$24.6K -351 -4%
PWA
534
Prairie Wealth Advisors
Nebraska
$479K -$97.6K -1,395 -16%
BPC
535
Banque Pictet & Cie
Switzerland
$477K – – –
AIA
536
Angeles Investment Advisors
California
$476K +$12.3K +176 +2%
IAA
537
Independent Advisor Alliance
North Carolina
$476K -$52.4K -749 -9%
KIA
538
Knollwood Investment Advisory
Maryland
$471K +$511K +7,306 New
RLWM
539
RF&L Wealth Management
Massachusetts
$469K – – –
MAS
540
Meeder Advisory Services
Ohio
$469K +$165K +2,363 +48%
SFA
541
Sequoia Financial Advisors
Ohio
$466K -$31.1K -444 -6%
WSFS
542
Wilmington Savings Fund Society
Delaware
$462K -$10K -143 -2%
CC
543
Corton Capital
Ontario, Canada
$461K +$60.2K +860 +14%
SC
544
Scotia Capital
Ontario, Canada
$461K -$30K -429 -6%
CF
545
Corebridge Financial
Texas
$460K +$499K +7,131 New
OTL
546
Oak Thistle LLC
New York
$454K +$492K +7,039 New
FFM
547
Forum Financial Management
Illinois
$452K +$27.6K +394 +6%
BCM
548
BTC Capital Management
Iowa
$452K +$79.8K +1,140 +19%
BJL
549
Brighton Jones LLC
Washington
$452K +$321K +4,587 +190%
CFM
550
Catalyst Funds Management
Australia
$451K +$490K +7,000 New
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