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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
726
Howard Wealth Management
Connecticut
$259K – – –
CWM
727
Cornerstone Wealth Management
Missouri
$258K -$7.23K -100 -3%
MFGM
728
Marshall Financial Group (Maryland)
Maryland
$256K – – –
JWWM
729
Johnson & White Wealth Management
Pennsylvania
$256K +$219K +3,022 New
HAG
730
HighPoint Advisor Group
Illinois
$254K +$41.2K +570 +19%
FCI
731
Financial Counselors Inc
Kansas
$253K -$6.22K -86 -3%
EP
732
Eudaimonia Partners
Tennessee
$253K -$3.62K -50 -2%
FSA
733
Financial Sense Advisors
California
$252K +$215K +2,978 New
SQA
734
Simon Quick Advisors
New Jersey
$251K +$215K +2,971 New
CG
735
Caprock Group
Idaho
$250K -$82.9K -1,146 -28%
KCM
736
Kathmere Capital Management
Pennsylvania
$249K – – –
DWM
737
Dakota Wealth Management
Florida
$249K +$213K +2,948 New
SAM
738
Simplify Asset Management
Nevada
$249K – – –
ET
739
Equitable Trust
Tennessee
$249K +$213K +2,946 New
GI
740
GAMCO Investors
Connecticut
$248K +$212K +2,928 New
IWA
741
IVC Wealth Advisors
Pennsylvania
$247K +$211K +2,921 New
CAM
742
Claret Asset Management
Quebec, Canada
$246K -$12.1K -167 -5%
KP
743
Keel Point
Alabama
$244K +$209K +2,886 New
CCM
744
Canal Capital Management
Virginia
$242K – – –
TVAMP
745
Tennessee Valley Asset Management Partners
Tennessee
$241K -$206K -2,850 -50%
VT
746
Vise Technologies
New York
$239K +$204K +2,822 New
EFG
747
Everhart Financial Group
Ohio
$238K +$203K +2,812 New
SAM
748
Silvercrest Asset Management
New York
$237K -$6.87K -95 -3%
AG
749
AlTi Global
New York
$237K +$203K +2,801 New
MGIA
750
Moneta Group Investment Advisors
Missouri
$235K -$64.6K -893 -24%
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30
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