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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
576
Red Door Wealth Management
Tennessee
$360K -$5K -80 -1%
KMWM
577
Keudell/Morrison Wealth Management
Oregon
$358K +$53.1K +850 +19%
CCA
578
Column Capital Advisors
Indiana
$357K – – –
WA
579
WP Advisors
California
$354K -$10.7K -171 -3%
SSG
580
Summit Securities Group
New York
$353K +$331K +5,300 New
CWP
581
Cyndeo Wealth Partners
Florida
$351K +$72.2K +1,155 +28%
SEC
582
Seven Eight Capital
New York
$351K +$329K +5,269 New
BCV
583
Banque Cantonale Vaudoise
Switzerland
$350K -$267K -4,280 -45%
TFS
584
Thoroughbred Financial Services
Tennessee
$346K -$187 -3 -0.1%
FCH
585
Freestone Capital Holdings
Washington
$345K -$2.87K -46 -0.9%
NYLIM
586
New York Life Investment Management
New York
$339K -$344K -5,508 -52%
SMH
587
Sanders Morris Harris
Texas
$339K +$320K +5,120 New
AAM
588
Azzad Asset Management
Virginia
$338K -$21.7K -348 -6%
CA
589
Carson Advisory
Georgia
$338K -$7K -112 -2%
ACS
590
Archford Capital Strategies
Illinois
$335K -$8K -128 -3%
AAIM
591
American Assets Investment Management
California
$333K – – –
FMLI
592
Fukoku Mutual Life Insurance
Japan
$331K -$40.4K -646 -11%
BCM
593
Brookstone Capital Management
Illinois
$330K +$66.1K +1,058 +28%
AC
594
Addison Capital
Pennsylvania
$329K – – –
EPA
595
Element Pointe Advisors
Florida
$329K – – –
DILIC
596
Dai-ichi Life Insurance Company
Japan
$326K – – –
PGWM
597
Pitti Group Wealth Management
New York
$326K +$24.5K +392 +9%
SB
598
Strategic Blueprint
Georgia
$325K -$10.7K -172 -3%
NIP
599
Nicholas Investment Partners
California
$324K – – –
RSWM
600
Robertson Stephens Wealth Management
California
$321K +$8.56K +137 +3%
22 23
24
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