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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
626
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43K – – –
JPLA
627
Joseph P. Lucia & Associates
New York
$42K -$27.4K -400 -33%
HWA
628
HHM Wealth Advisors
Tennessee
$42K +$54.4K +795 New
ED
629
Exane Derivatives
France
$41.3K -$91.1K -1,332 -63%
MWNA
630
Marshall Wace North America
New York
$40K -$10.8M -157,810 -100%
EP
631
Eudaimonia Partners
Tennessee
$40K -$51.9K -759 -50%
EFSCE
632
Enterprise Financial Services Corp (EFSC)
Missouri
$39K +$4.24K +62 +9%
WEC
633
Winslow Evans & Crocker
Massachusetts
$38K +$2.46K +36 +6%
AP
634
Atwood & Palmer
Missouri
$37K – – –
WCG
635
Weaver Consulting Group
California
$34K -$16.2K -237 -27%
GWS
636
Glassman Wealth Services
Virginia
$32K -$1.16K -17 -3%
IFAM
637
Institutional & Family Asset Management
Colorado
$32K +$23.3K +340 +127%
GSWM
638
Golden State Wealth Management
California
$32K +$42.4K +620 New
SAM
639
S.A. Mason
Michigan
$31K – – –
CAC
640
Certified Advisory Corp
Florida
$30K +$13.7K +200 +52%
AWM
641
Atticus Wealth Management
Florida
$29K +$20.5K +300 +115%
FCA
642
FinTrust Capital Advisors
South Carolina
$29K +$31.8K +465 +484%
CT
643
Clearstead Trust
Maine
$28K +$1.3K +19 +4%
DOA
644
D'Orazio & Associates
Virginia
$26K – – –
GSC
645
G&S Capital
Colorado
$26K – – –
SIAS
646
Shine Investment Advisory Services
Colorado
$26K +$26K +380 +317%
CFB
647
Cullen/Frost Bankers
Texas
$25K -$13.5K -197 -29%
BL
648
Balentine LLC
Georgia
$25K +$3.69K +54 +13%
FMTCOCP
649
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$24K +$30.8K +450 New
BWP
650
Baldwin Wealth Partners
Massachusetts
$23K – – –
24 25
26
27 28