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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
ME
801
McIlrath & Eck
Washington
$25K – – –
CT
802
Clearstead Trust
Maine
$25K +$17.8K +251 +122%
AWM
803
Atticus Wealth Management
Florida
$24K – – –
RTC
804
Riverview Trust Company
Washington
$24K +$4.96K +70 +19%
CT
805
Cambridge Trust
Massachusetts
$23K -$31.9K -450 -52%
PFBT
806
Parkside Financial Bank & Trust
Missouri
$23K -$14.6K -206 -33%
JWA
807
JFS Wealth Advisors
Pennsylvania
$23K -$13.5K -191 -32%
ST
808
Smithfield Trust
Pennsylvania
$23K – – –
ADL
809
Asset Dedication LLC
California
$22K +$28.6K +404 New
BWL
810
Bogart Wealth LLC
Virginia
$20K -$354 -5 -1%
BCMLT
811
Beacon Capital Management LLC (Tennessee)
Tennessee
$20K -$283 -4 -1%
CFO
812
CVA Family Office
Colorado
$20K +$13.5K +190 +112%
VNA
813
Valley National Advisers
Pennsylvania
$19K +$708 +10 +3%
BIA
814
Bell Investment Advisors
California
$19K +$9.98K +141 +72%
PI
815
PineBridge Investments
New York
$18K -$5.45K -77 -19%
BTI
816
Blue Trust Inc
Georgia
$17K -$2.9K -41 -13%
MPWT
817
MassMutual Private Wealth & Trust
Connecticut
$17K +$1.42K +20 +7%
BAM
818
Byrne Asset Management
New Jersey
$16K -$27.3K -385 -56%
MA
819
MUFG Americas
New York
$16K -$425 -6 -2%
BWP
820
Baldwin Wealth Partners
Massachusetts
$16K – – –
RA
821
Resolute Advisors
California
$16K – – –
TSW
822
Thompson Siegel & Walmsley
Virginia
$16K – – –
TF
823
TimeScale Financial
Massachusetts
$16K – – –
LWA
824
Lowe Wealth Advisors
Maryland
$16K +$20.2K +285 New
CCM
825
Covington Capital Management
California
$15K -$3.54K -50 -16%
31 32
33
34 35