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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
626
Pitti Group Wealth Management
New York
$287K +$7.62K +131 +3%
WAP
627
Wealthcare Advisory Partners
Pennsylvania
$285K +$18K +309 +8%
MA
628
Mutual Advisors
Nebraska
$285K -$2.56K -44 -1%
PWPS
629
Pinnacle Wealth Planning Services
Ohio
$283K -$6.11K -105 -2%
AWAU
630
Alliance Wealth Advisors (Utah)
Utah
$283K +$242K +4,164 New
HAG
631
HighPoint Advisor Group
Illinois
$281K -$2.85K -49 -1%
WSFS
632
Wilmington Savings Fund Society
Delaware
$279K +$64.3K +1,105 +37%
DWT
633
Dorsey & Whitney Trust
South Dakota
$279K +$9.19K +158 +4%
MA
634
MCF Advisors
Kentucky
$275K – – –
TAM
635
Titleist Asset Management
Texas
$273K -$2.91K -50 -1%
LNWWM
636
Laird Norton Wetherby Wealth Management
California
$273K +$234K +4,016 New
CCM
637
Chaney Capital Management
Washington
$270K – – –
CPA
638
Cardiff Park Advisors
California
$269K – – –
AF
639
Allworth Financial
California
$269K +$43.2K +743 +23%
MAS
640
Meeder Advisory Services
Ohio
$269K -$113K -1,944 -33%
AWM
641
Axxcess Wealth Management
California
$269K -$21.4K -368 -9%
EW
642
Evexia Wealth
Wisconsin
$268K +$214K +3,674 New
AM
643
AGF Management
Ontario, Canada
$267K +$1.28K +22 +0.6%
IWN
644
Independent Wealth Network
Iowa
$266K +$228K +3,922 New
MWM
645
Mindset Wealth Management
Indiana
$266K -$27.5K -472 -11%
SIG
646
Sargent Investment Group
Maryland
$266K +$203K +3,490 New
HIC
647
Hartline Investment Corp
Illinois
$265K -$6.08M -104,459 -96%
TC
648
TwinBeech Capital
New York
$265K -$3.59M -61,782 -94%
SC
649
Scotia Capital
Ontario, Canada
$264K -$124K -2,128 -35%
DWM
650
Daner Wealth Management
Georgia
$264K +$206K +3,541 New
24 25
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