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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
ET
601
Equitable Trust
Tennessee
$394K -$180K -1,975 -24%
SS
602
Sunbelt Securities
Texas
$394K +$297K +3,248 +103%
OWA
603
Octavia Wealth Advisors
Ohio
$393K +$96.3K +1,054 +20%
NFC
604
Northeast Financial Consultants
Connecticut
$393K +$302K +3,300 +107%
LWAC
605
Laurel Wealth Advisors (California)
California
$391K -$63.3K -693 -10%
HI
606
Hoey Investments
Pennsylvania
$390K +$226K +2,472 +64%
NAM
607
NorthCrest Asset Manangement
Minnesota
$389K +$137K +1,500 +31%
PIM
608
Profit Investment Management
Maryland
$387K – – –
ARC
609
Advisor Resource Council
Texas
$386K +$437K +4,778 +319%
KLCM
610
KG&L Capital Management
Louisiana
$385K -$149K -1,632 -21%
WA
611
WP Advisors
California
$383K +$185K +2,020 +48%
HIA
612
Harbor Investment Advisory
Maryland
$378K -$59.4K -650 -10%
LNWWM
613
Laird Norton Wetherby Wealth Management
California
$377K +$31.6K +346 +6%
DAS
614
Dynamic Advisor Solutions
Arizona
$367K -$88.7K -971 -14%
PAM
615
Panagora Asset Management
Massachusetts
$366K -$36.8K -403 -6%
S
616
SignatureFD
Georgia
$365K -$99K -1,083 -15%
IAIM
617
International Assets Investment Management
Florida
$363K -$70.1K -767 -12%
PWA
618
Phoenix Wealth Advisors
North Carolina
$363K -$62.3K -682 -10%
CCB
619
Cutter & Co Brokerage
Missouri
$355K -$51.8K -567 -9%
BRWM
620
B. Riley Wealth Management
Tennessee
$355K -$457 -5 -0.1%
AC
621
Avestar Capital
New York
$354K -$7.67K -84 -1%
GC
622
Guggenheim Capital
Illinois
$351K +$106K +1,159 +25%
BFO
623
Boston Family Office
Massachusetts
$350K -$221K -2,420 -30%
TFP
624
Tilia Fiduciary Partners
North Carolina
$349K +$33.8K +370 +7%
CI
625
Cigna Investments
Connecticut
$348K +$59.8K +655 +13%
23 24
25
26 27