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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
Boothbay Fund Management
726
Boothbay Fund Management
New York
$956K -$265K -1,141 -23%
LWM
727
Lyell Wealth Management
California
$956K +$11.6K +50 +1%
HBK Sorce Advisory
728
HBK Sorce Advisory
Pennsylvania
$950K +$221K +952 +32%
Synovus Financial
729
Synovus Financial
Georgia
$948K +$24.8K +107 +3%
SP
730
SWS Partners
Ohio
$947K -$908K -3,915 -50%
SCM
731
Schnieders Capital Management
California
$946K -$42.2K -182 -4%
HH
732
Hilltop Holdings
Texas
$944K +$103K +443 +13%
Northeast Financial Consultants
733
Northeast Financial Consultants
Connecticut
$943K +$601K +2,590 +203%
CLA (CliftonLarsonAllen) Wealth Advisors
734
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$934K +$888K +3,830 New
PIM
735
Profit Investment Management
Maryland
$932K – – –
Simplicity Solutions
736
Simplicity Solutions
Minnesota
$929K -$217K -937 -20%
CAGAS
737
Capital Advisory Group Advisory Services
Minnesota
$928K -$52K -224 -6%
KLCM
738
KG&L Capital Management
Louisiana
$921K +$574K +2,475 +190%
GWSG
739
GPS Wealth Strategies Group
Colorado
$916K +$13K +56 +2%
Migdal Insurance & Financial Holdings
740
Migdal Insurance & Financial Holdings
Israel
$915K +$14.1K +61 +2%
SC
741
Sovarnum Capital
New York
$914K +$406K +1,750 +88%
KTC
742
Kistler-Tiffany Companies
Pennsylvania
$913K +$27.8K +120 +3%
RBFC
743
Roman Butler Fullerton & Co
Missouri
$910K – – –
Cerity Partners
744
Cerity Partners
New York
$905K +$24.1K +104 +3%
SM
745
Sciencast Management
New Jersey
$903K +$870K +3,753 New
CF
746
Centaurus Financial
California
$894K +$309K +1,331 +57%
Csenge Advisory Group
747
Csenge Advisory Group
Florida
$892K +$58K +250 +7%
JWS
748
Juncture Wealth Strategies
Arizona
$891K -$93.7K -404 -11%
Gofen & Glossberg
749
Gofen & Glossberg
Illinois
$891K – – –
RWA
750
Redhawk Wealth Advisors
Minnesota
$890K +$77K +332 +10%