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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
WAU
801
Wellington-Altus USA
Manitoba, Canada
$15.2K – – –
BOJHT
802
Bank of Jackson Hole Trust
Wyoming
$15K -$6.08K -100 -29%
AA
803
Addison Advisors
Vermont
$14.8K – – –
PWA
804
Physician Wealth Advisors
Utah
$14.6K +$13K +214 +738%
LWM
805
Lodestone Wealth Management
Washington
$14.5K -$912 -15 -6%
WWM
806
Wolff Wiese Magana
California
$14.4K – – –
PWPS
807
Pinnacle Wealth Planning Services
Ohio
$14.2K -$235K -3,857 -94%
FFG
808
Forum Finance Group
$14K +$18.2K +300 New
API
809
Asset Planning Inc
California
$13.7K -$24.3K -400 -64%
TWD
810
True Wealth Design
Ohio
$13.7K +$9.91K +163 +255%
FCAS
811
First Command Advisory Services
Texas
$13.1K +$12.2K +200 +1,111%
JGCM
812
Joseph Group Capital Management
Ohio
$13.1K +$8.39K +138 +175%
HCPC
813
Hamilton Capital Partners (Canada)
$12.9K -$456K -7,506 -97%
SR
814
Swiss Re
Switzerland
$12.6K – – –
BWA
815
Basecamp Wealth Advisors
Washington
$12.4K -$23.5K -387 -65%
HCM
816
Hollencrest Capital Management
California
$12.4K – – –
TCM
817
TD Capital Management
Tennessee
$12.3K – – –
BLC
818
Brown, Lisle/Cummings
Rhode Island
$12.1K +$1.64K +27 +16%
WSFS
819
Wilmington Savings Fund Society
Delaware
$12K -$126K -2,067 -91%
CTB
820
Country Trust Bank
Illinois
$12K – – –
IWP
821
IAG Wealth Partners
Wisconsin
$12K – – –
PP
822
PFS Partners
New Jersey
$12K – – –
SIS
823
Strategic Investment Solutions
Illinois
$12K – – –
TCM
824
Tradewinds Capital Management
Washington
$12K – – –
IBOK
825
Independence Bank of Kentucky
Kentucky
$12K +$5.47K +90 +82%