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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
PK
701
Pflug Koory
Nebraska
$8K – – –
MPWT
702
MassMutual Private Wealth & Trust
Connecticut
$8K +$2.67K +39 +37%
PFBT
703
Parkside Financial Bank & Trust
Missouri
$8K +$6.57K +96 +148%
SL
704
Savior LLC
Massachusetts
$7K – – –
SFG
705
Sowa Financial Group
Rhode Island
$7K – – –
MWM
706
MBE Wealth Management
Wisconsin
$7K +$10.3K +151 New
CAM
707
CenterStar Asset Management
Illinois
$6K – – –
SSB
708
Sandy Spring Bank
Maryland
$6K +$684 +10 +10%
AA
709
Advisory Alpha
Michigan
$5.63K +$4.45K +65 +250%
BCM
710
Blume Capital Management
California
$5K – – –
BCM
711
Bourgeon Capital Management
Connecticut
$5K – – –
HRC
712
Hoertkorn Richard Charles
$5K – – –
AIC
713
Archer Investment Corporation
Indiana
$5K +$6.43K +94 New
BWA
714
BDO Wealth Advisors
Florida
$5K +$6.84K +100 New
NSIM
715
North Star Investment Management
Illinois
$5K +$7.18K +105 New
WQ
716
Wealth Quarterback
New Jersey
$4.4K +$1.03K +15 +22%
ICM
717
Islay Capital Management
Texas
$4K – – –
LPWM
718
Lake Point Wealth Management
Texas
$4K – – –
MA
719
MCF Advisors
Kentucky
$4K – – –
MA
720
MUFG Americas
New York
$4K – – –
PCMK
721
Paragon Capital Management (Kansas)
Kansas
$4K +$4.58K +67 New
AC
722
AlphaCore Capital
California
$4K +$4.79K +70 New
LSA
723
Lion Street Advisors
Texas
$4K +$5.13K +75 New
TPCW
724
TD Private Client Wealth
New York
$3.04K -$3.01K -44 -43%
NL
725
NVWM LLC
Pennsylvania
$3K -$4.99K -73 -59%