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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
ICM
751
Islay Capital Management
Texas
$4K +$4.47K +70 New
CT
752
Caldwell Trust
Florida
$3.13K +$3.19K +50 New
ADL
753
Asset Dedication LLC
California
$3K – – –
LWM
754
Liberty Wealth Management
California
$3K – – –
NCM
755
New Capital Management
Texas
$3K – – –
TFA
756
Toth Financial Advisory
Virginia
$3K – – –
TCOV
757
Trust Company of Vermont
Vermont
$3K – – –
FPS
758
Fieldpoint Private Securities
Connecticut
$3K +$575 +9 +22%
KPW
759
Kore Private Wealth
New York
$3K +$2.68K +42 New
BWM
760
BerganKDV Wealth Management
Minnesota
$3K +$3.07K +48 New
BWA
761
Burt Wealth Advisors
Maryland
$3K +$3.19K +50 New
TA
762
TFG Advisers
Michigan
$3K +$3.19K +50 New
BSG
763
Black Swift Group
Colorado
$2K – – –
JFA
764
JNBA Financial Advisors
Minnesota
$2K – – –
RFM
765
Royal Fund Management
Florida
$2K +$1.6K +25 +114%
OSAM
766
O'Shaughnessy Asset Management
Connecticut
$2K +$1.73K +27 New
CCM
767
Cribstone Capital Management
Maine
$2K +$1.85K +29 New
WCM
768
Wealthcare Capital Management
Virginia
$2K +$2.3K +36 New
EWP
769
Engrave Wealth Partners
Texas
$2K +$2.49K +39 New
AA
770
Advisory Alpha
Michigan
$1.78K – – –
RWM
771
Raffa Wealth Management
District of Columbia
$1.56K – – –
HFM
772
Harvest Fund Management
China
$1K -$8.63K -135 -91%
BCH
773
Berkshire Capital Holdings
California
$1K – – –
RMC
774
Resources Management Corp
Connecticut
$1K – – –
SIM
775
Sonora Investment Management
Arizona
$1K – – –