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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
826
Solstein Capital
California
$15K – – –
SIS
827
Sound Income Strategies
Florida
$15K +$1.2K +17 +7%
JGCM
828
Joseph Group Capital Management
Ohio
$15K +$18.8K +265 New
AWM
829
Abound Wealth Management
Tennessee
$14.7K +$19K +268 New
SWM
830
Selective Wealth Management
Virginia
$14K -$21.2K -300 -55%
CFGS
831
Concourse Financial Group Securities
Alabama
$14K -$9.56K -135 -34%
SBL
832
Sargent Bickham Lagudis
Colorado
$14K -$4.39K -62 -20%
AFG
833
Albion Financial Group
Utah
$14K – – –
CSB
834
City State Bank
Iowa
$14K – – –
TWA
835
TCI Wealth Advisors
Arizona
$14K +$5.74K +81 +48%
RAM
836
Riggs Asset Management
Pennsylvania
$13K -$856K -12,091 -98%
AF
837
Arrow Financial
New York
$13K -$31.4K -444 -65%
HBW
838
Hazlett, Burt & Watson
West Virginia
$13K -$15.9K -225 -49%
EWM
839
Evermay Wealth Management
Virginia
$13K – – –
EBA
840
Eagle Bay Advisors
New York
$13K +$1.42K +20 +9%
C
841
Covestor
United Kingdom
$13K +$2.41K +34 +16%
EC
842
EdgeRock Capital
Colorado
$13K +$16.5K +233 New
TCM
843
Tradewinds Capital Management
Washington
$12K -$71 -1 -0.5%
CAL
844
Capital Analysts LLC
Pennsylvania
$12K – – –
CA
845
Centerpoint Advisors
Massachusetts
$12K – – –
GG
846
Gleason Group
Kentucky
$12K – – –
LJHT
847
Laurie J. Hall Trustee
$12K – – –
SC
848
SouthState Corp
Florida
$12K – – –
VCM
849
Vigilant Capital Management
Maine
$12K +$14.9K +210 New
CIR
850
Clear Investment Research
Georgia
$12K +$15.6K +220 New
32 33
34
35 36