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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
726
Clearstead Advisors
Ohio
$151K +$10.6K +151 +7%
KA
727
Kozak & Associates
Colorado
$150K – – –
ATPW
728
Ashton Thomas Private Wealth
Arizona
$150K -$60.7K -868 -27%
FP
729
Financial Perspectives
Minnesota
$148K – – –
DAL
730
Delta Accumulation LLC
California
$143K – – –
MG
731
Mather Group
Illinois
$142K +$86K +1,229 +273%
FHA
732
First Horizon Advisors
Tennessee
$141K -$20.4K -291 -12%
C
733
Covestor
United Kingdom
$134K +$125K +1,786 +616%
CFGS
734
Concourse Financial Group Securities
Alabama
$134K +$110K +1,570 +313%
IWA
735
Icon Wealth Advisors
Texas
$131K +$13.6K +195 +10%
HNB
736
Huntington National Bank
Ohio
$130K +$53.8K +769 +61%
BF
737
BOK Financial
Oklahoma
$129K -$14.8K -212 -10%
WTC
738
WhitTier Trust Company
Nevada
$121K +$3.78K +54 +3%
RI
739
Ridgewood Investments
New Jersey
$121K +$131K +1,869 New
BCV
740
Banque Cantonale Vaudoise
Switzerland
$116K – – –
TPCW
741
TD Private Client Wealth
New York
$115K +$24.7K +353 +25%
VWM
742
Venturi Wealth Management
Texas
$115K +$1.61K +23 +1%
TRCT
743
Tower Research Capital (TRC)
New York
$110K -$1.49M -21,296 -93%
AA
744
Alta Advisers
United Kingdom
$110K – – –
EC
745
EntryPoint Capital
New York
$108K +$118K +1,682 New
AIM
746
Acropolis Investment Management
Missouri
$107K – – –
QL
747
Quarry LP
New York
$99.1K +$94.3K +1,348 +713%
CI
748
CAZ Investments
Texas
$97K – – –
FWM
749
Focused Wealth Management
New York
$95.4K +$104K +1,480 New
SWM
750
Spire Wealth Management
Virginia
$92.9K +$2.52K +36 +3%
28 29
30
31 32