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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
IFA
676
Index Fund Advisors
California
$262K +$1.57K +21 +0.6%
IWN
677
Independent Wealth Network
Iowa
$261K -$22.9K -306 -8%
AWM
678
AE Wealth Management
Kansas
$260K -$299K -3,994 -53%
AWM
679
Axxcess Wealth Management
California
$259K -$27.7K -370 -9%
SC
680
Scotia Capital
Ontario, Canada
$257K -$25.1K -335 -9%
LFAS
681
Level Four Advisory Services
Texas
$255K +$264K +3,529 New
CAM
682
Covenant Asset Management
New Jersey
$254K – – –
CFM
683
Catalyst Funds Management
Australia
$253K -$2.01M -26,790 -88%
JCM
684
Jacobi Capital Management
Pennsylvania
$249K – – –
QWM
685
Quadcap Wealth Management
Texas
$247K -$225K -3,008 -47%
FC
686
Farringdon Capital
United Kingdom
$246K +$255K +3,408 New
PFM
687
Patton Fund Management
Texas
$245K +$253K +3,386 New
VFPW
688
Vantage Financial Partners (Wisconsin)
Wisconsin
$244K +$253K +3,374 New
HIA
689
Harbor Investment Advisory
Maryland
$242K -$29.8K -398 -11%
SIA
690
Soltis Investment Advisors
Utah
$241K +$23.7K +317 +11%
MWM
691
Mascagni Wealth Management
Mississippi
$240K -$3.74K -50 -1%
BW
692
BXM Wealth
Colorado
$239K +$247K +3,305 New
RCAG
693
Rehmann Capital Advisory Group
Michigan
$233K +$6.14K +82 +3%
CSS
694
Cubist Systematic Strategies
Connecticut
$233K +$241K +3,223 New
TAM
695
Titleist Asset Management
Texas
$232K -$60.1K -803 -20%
FMLI
696
Fukoku Mutual Life Insurance
Japan
$232K -$50K -668 -17%
CWM
697
Cornerstone Wealth Management
Missouri
$232K -$17.7K -237 -7%
AC
698
Aristeia Capital
Connecticut
$231K +$239K +3,192 New
TPCW
699
TD Private Client Wealth
New York
$230K +$4.49K +60 +2%
KCM
700
Kathmere Capital Management
Pennsylvania
$230K +$6.29K +84 +3%
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