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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
751
J.W. Cole Advisors
Florida
$234K +$201K +2,783 New
SL
752
Stevard LLC
Illinois
$234K – – –
FG
753
Fairman Group
Pennsylvania
$233K – – –
SWM
754
SilverOak Wealth Management
Minnesota
$233K -$2.82K -39 -1%
TSWM
755
Tyler-Stone Wealth Management
Ohio
$232K – – –
IF
756
Insight Folios
North Carolina
$232K -$6.58K -91 -3%
CFP
757
Cascade Financial Partners
California
$231K +$217K +3,005 New
AF
758
Advisornet Financial
Minnesota
$231K +$32.1K +444 +19%
FFA
759
Fortune Financial Advisors
Kansas
$230K -$4.2K -58 -2%
WA
760
Wealth Alliance
New York
$229K +$196K +2,712 New
GPA
761
Guerra Pan Advisors
New Jersey
$229K +$196K +2,704 New
ECG
762
EPIQ Capital Group
California
$228K -$25.7K -356 -12%
FFA
763
Farther Finance Advisors
California
$227K +$55.1K +762 +38%
APWM
764
Argonautica Private Wealth Management
Massachusetts
$225K +$193K +2,666 New
RWB
765
RMR Wealth Builders
New Jersey
$225K +$192K +2,655 New
OA
766
Oracle Alpha
Ontario, Canada
$224K -$183K -2,536 -49%
CWM
767
Calamos Wealth Management
Illinois
$224K – – –
GTAM
768
Global Trust Asset Management
Florida
$221K +$723 +10 +0.4%
IWN
769
Independent Wealth Network
Iowa
$221K -$8.9K -123 -4%
CIA
770
Caerus Investment Advisors
Texas
$221K – – –
CL
771
COWA LLC
Oklahoma
$220K +$188K +2,605 New
AWM
772
Aries Wealth Management
Maine
$220K – – –
NIM
773
Northeast Investment Management
Massachusetts
$220K – – –
MFG
774
Magnus Financial Group
New York
$220K -$1.23K -17 -0.7%
SPA
775
Sherbrooke Park Advisers
New York
$217K +$185K +2,561 New
29 30
31
32 33