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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
701
Total Clarity Wealth Management
Illinois
$204K – – –
JHCP
702
Jackson Hole Capital Partners
Oklahoma
$201K -$3.68K -52 -1%
BJL
703
Brighton Jones LLC
Washington
$201K +$258K +3,648 New
AGAM
704
Audent Global Asset Management
California
$201K +$259K +3,652 New
Simplex Trading
705
Simplex Trading
Illinois
$197K -$11.7M -165,204 -98%
VFA
706
Valeo Financial Advisors
Indiana
$195K -$11.8K -167 -5%
CC
707
Corsicana & Co
Texas
$193K – – –
HPC
708
HM Payson & Co
Maine
$187K +$21K +297 +10%
TC
709
Truvestments Capital
Florida
$184K -$4.96K -70 -2%
NIM
710
NuWave Investment Management
New Jersey
$180K +$231K +3,268 New
CTC
711
Central Trust Company
Missouri
$178K -$7.58K -107 -3%
GRP
712
Global Retirement Partners
California
$177K -$1.27M -17,981 -86%
CF
713
Centaurus Financial
California
$174K -$30.2K -426 -12%
HI
714
Hudock Inc
Pennsylvania
$170K +$29.7K +420 +16%
MWA
715
Moser Wealth Advisors
Washington
$168K +$5.81K +82 +3%
FHA
716
First Horizon Advisors
Tennessee
$167K +$9.06K +128 +4%
WFA
717
Wipfli Financial Advisors
Wisconsin
$157K +$202K +2,851 New
PG
718
Proffitt & Goodson
Tennessee
$156K +$11.8K +166 +6%
CA
719
Clearstead Advisors
Ohio
$151K -$152K -2,145 -44%
IUHSA
720
Itau Unibanco Holding S.A.
Brazil
$149K -$6.94K -98 -3%
MHR
721
Matthew Hamilton Rosenberg
$148K +$1.98K +28 +1%
TSWM
722
Tyler-Stone Wealth Management
Ohio
$146K – – –
Acadian Asset Management
723
Acadian Asset Management
Massachusetts
$141K – – –
CFB
724
Cullen/Frost Bankers
Texas
$135K -$197K -2,780 -53%
MW
725
Milestone Wealth
New York
$126K +$142K +2,000 +692%