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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
LIP
751
Lighthouse Investment Partners
Florida
$214K +$198K +2,820 New
DAS
752
Dynamic Advisor Solutions
Arizona
$214K +$198K +2,819 New
AA
753
Advisory Advocates
Michigan
$214K +$198K +2,818 New
NPT
754
National Philanthropic Trust
Pennsylvania
$214K +$198K +2,813 New
SMC
755
Smith, Moore & Co
Missouri
$214K +$198K +2,810 New
MWM
756
Mascagni Wealth Management
Mississippi
$213K +$197K +2,799 New
PFA
757
Pure Financial Advisors
California
$210K +$194K +2,762 New
CI Investments Inc
758
CI Investments Inc
Ontario, Canada
$209K +$193K +2,747 New
WA
759
Waverly Advisors
Alabama
$207K +$191K +2,722 New
KWM
760
Kingsview Wealth Management
Oregon
$206K +$190K +2,709 New
SF
761
Summit Financial
New Jersey
$206K -$50.1K -712 -21%
MFA
762
Mayflower Financial Advisors
Massachusetts
$204K +$189K +2,683 New
HW
763
Hamilton Wealth
California
$204K +$188K +2,679 New
TWP
764
Tempus Wealth Planning
California
$203K +$188K +2,675 New
TWP
765
Triad Wealth Partners
Kansas
$203K +$174K +2,471 New
FFB
766
First Financial Bankshares
Texas
$203K +$188K +2,668 New
5NPW
767
55 North Private Wealth
Florida
$203K +$187K +2,665 New
CA
768
Claro Advisors
Massachusetts
$202K +$187K +2,655 New
BCV
769
Banque Cantonale Vaudoise
Switzerland
$201K +$19.4K +276 +12%
FP
770
Financial Perspectives
Minnesota
$175K
CA
771
Crewe Advisors
Utah
$173K +$74.7K +1,062 +88%
ITG
772
Index Technologies Group
New York
$172K +$159K +2,259 New
SWM
773
SHP Wealth Management
Massachusetts
$169K +$5.13K +73 +3%
BC
774
Bayforest Capital
United Kingdom
$166K +$107K +1,526 +232%
CA
775
Clearstead Advisors
Ohio
$166K +$38.9K +553 +34%