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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
726
Kovack Advisors
Florida
$227K +$166K +2,930 New
HW
727
Hamilton Wealth
California
$226K +$165K +2,923 New
DGAM
728
Desjardins Global Asset Management
Quebec, Canada
$226K +$2.26K +40 +1%
SAM
729
Silvercrest Asset Management
New York
$224K +$164K +2,900 New
NWM
730
Napa Wealth Management
California
$223K +$163K +2,883 New
TRCT
731
Tower Research Capital (TRC)
New York
$222K -$3.35M -59,305 -95%
CCM
732
Canal Capital Management
Virginia
$222K +$162K +2,866 New
IF
733
Insight Folios
North Carolina
$219K +$160K +2,837 New
EWM
734
Evercore Wealth Management
New York
$218K +$159K +2,817 New
GRP
735
Global Retirement Partners
California
$218K +$52.6K +930 +39%
SWM
736
SilverOak Wealth Management
Minnesota
$216K +$158K +2,789 New
FFA
737
Fortune Financial Advisors
Kansas
$215K +$157K +2,781 New
SL
738
Stevard LLC
Illinois
$214K +$156K +2,763 New
FPAS
739
Focus Partners Advisor Solutions
Missouri
$213K -$112K -1,982 -42%
FG
740
Fairman Group
Pennsylvania
$213K +$156K +2,753 New
IA
741
IFG Advisory
Georgia
$213K +$155K +2,749 New
TSWM
742
Tyler-Stone Wealth Management
Ohio
$213K – – –
PA
743
Pinnacle Associates
New York
$212K +$155K +2,742 New
IWN
744
Independent Wealth Network
Iowa
$212K +$155K +2,735 New
NYLIM
745
New York Life Investment Management
New York
$211K -$164K -2,903 -52%
PVH
746
Psagot Value Holdings
Israel
$207K -$8.48K -150 -5%
CWM
747
Calamos Wealth Management
Illinois
$205K +$150K +2,647 New
WPC
748
Wedmont Private Capital
Pennsylvania
$204K +$167K +2,946 New
MWM
749
Merriman Wealth Management
Washington
$203K +$148K +2,622 New
MFG
750
Magnus Financial Group
New York
$202K +$148K +2,614 New
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