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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
776
SilverOak Wealth Management
Minnesota
$261K +$252K +3,074 New
PIA
777
Powell Investment Advisors
Florida
$260K – – –
MCCA
778
Mill Creek Capital Advisors
Pennsylvania
$260K +$251K +3,055 New
SAG
779
SageView Advisory Group
California
$259K +$250K +3,053 New
VW
780
Vance Wealth
California
$257K +$248K +3,029 New
1WA
781
180 Wealth Advisors
Washington
$257K +$248K +3,026 New
IC
782
Iconiq Capital
California
$257K +$248K +3,024 New
WMWM
783
Whitaker-Myers Wealth Managers
Ohio
$256K +$247K +3,014 New
FFA
784
First Foundation Advisors
California
$256K -$27.2K -332 -10%
PPA
785
Pacific Point Advisors
California
$255K +$246K +3,000 New
BFWM
786
Bright Futures Wealth Management
New York
$255K -$106K -1,298 -31%
CPIG
787
Chicago Partners Investment Group
Illinois
$254K -$8.53K -104 -3%
PTC
788
Private Trust Company
Ohio
$254K +$132K +1,609 +117%
KCM
789
Kathmere Capital Management
Pennsylvania
$252K +$243K +2,967 New
OWA
790
Octavia Wealth Advisors
Ohio
$250K -$15.8K -192 -6%
FBC
791
Fairfield, Bush & Co
Connecticut
$249K -$4.51K -55 -2%
GI
792
GAMCO Investors
Connecticut
$249K +$240K +2,928 New
CWM
793
Congress Wealth Management
Massachusetts
$249K +$240K +2,927 New
AFP
794
Ausdal Financial Partners
Iowa
$248K -$23.7K -289 -9%
CCM
795
Chiron Capital Management
Florida
$248K +$239K +2,916 New
CFGS
796
Concourse Financial Group Securities
Alabama
$247K -$20.8K -253 -8%
FCM
797
FJ Capital Management
Virginia
$247K +$238K +2,906 New
JIP
798
Jaffetilchin Investment Partners
Florida
$245K – – –
FPGT
799
Financial Partners Group (Tennessee)
Tennessee
$245K -$71.3K -869 -23%
MWA
800
Meridian Wealth Advisors
Texas
$243K -$55.4K -675 -19%
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