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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
801
Manchester Capital Management
Vermont
$32.6K – – –
SAM
802
Smartleaf Asset Management
Massachusetts
$32.1K +$29K +414 +450%
AA
803
Addison Advisors
Vermont
$32.1K -$560 -8 -2%
PA
804
PSI Advisors
Florida
$29.7K -$2.1K -30 -6%
CAM
805
Creekmur Asset Management
Illinois
$29.6K -$280 -4 -0.9%
FUBT
806
First United Bank & Trust
Maryland
$29K – – –
HIIFS
807
Harel Insurance Investments & Financial Services
Israel
$29K -$37.8K -540 -54%
SIA
808
Sit Investment Associates
Minnesota
$29K – – –
NRG
809
Nemes Rush Group
Michigan
$27.3K -$6.02K -86 -17%
NS
810
NBC Securities
Alabama
$27K – – –
MSWM
811
Mowery & Schoenfeld Wealth Management
Illinois
$25.8K – – –
AW
812
Avion Wealth
Texas
$25K +$20.5K +293 +269%
T
813
Tidemark
California
$24.2K – – –
MPWT
814
MassMutual Private Wealth & Trust
Connecticut
$22.8K +$10.9K +156 +79%
TFIPS
815
Towarzystwo Funduszy Inwestycyjnych PZU SA
$22.6K – – –
RTC
816
Riverview Trust Company
Washington
$21.2K – – –
RIL
817
Rothschild Investment LLC
Illinois
$21.2K +$5.46K +78 +31%
CT
818
Clearstead Trust
Maine
$21K – – –
HCM
819
Hollencrest Capital Management
California
$19.9K -$77.2K -1,104 -78%
PFBT
820
Parkside Financial Bank & Trust
Missouri
$19.6K -$7.42K -106 -26%
OIA
821
Optimum Investment Advisors
Illinois
$19.3K -$24.5K -350 -54%
GFPC
822
Global Financial Private Client
Florida
$19.3K – – –
HPC
823
HM Payson & Co
Maine
$19.3K – – –
HFS
824
Horizon Financial Services
North Carolina
$19.3K – – –
TWD
825
True Wealth Design
Ohio
$19.3K – – –
31 32
33
34 35