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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
PCWA
826
Pacific Capital Wealth Advisors
California
$18.9K +$20.5K +293 New
AIM
827
Anchor Investment Management
South Carolina
$18.8K -$700 -10 -3%
QCG
828
Quadrant Capital Group
Ohio
$18.6K -$22.1K -316 -52%
RFA
829
Register Financial Advisors
Georgia
$18.4K – – –
OWA
830
Opal Wealth Advisors
New York
$18.3K +$19.9K +284 New
MWA
831
MFA Wealth Advisors
Pennsylvania
$17.2K +$18.7K +267 New
SIS
832
Sound Income Strategies
Florida
$17K -$1.61K -23 -8%
ME
833
McIlrath & Eck
Washington
$16.1K – – –
VCM
834
Versant Capital Management
Arizona
$16.1K +$14.8K +212 +558%
NECFA
835
New England Capital Financial Advisors
Connecticut
$15.4K – – –
CAL
836
Capital Analysts LLC
Pennsylvania
$15K – – –
EWM
837
Evermay Wealth Management
Virginia
$14.8K – – –
GC
838
Gould Capital
Washington
$14.8K +$5.6K +80 +53%
DMBA
839
Deseret Mutual Benefit Administrators
Utah
$14.8K +$8.96K +128 +125%
BCMLT
840
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.8K – – –
AGWCA
841
Annis Gardner Whiting Capital Advisors
Florida
$14.6K -$700 -10 -4%
LOIM
842
Liberty One Investment Management
Illinois
$14K -$1.19K -17 -7%
ST
843
Smithfield Trust
Pennsylvania
$14K – – –
TCM
844
Tradewinds Capital Management
Washington
$13.6K – – –
SC
845
SouthState Corp
Florida
$13.6K – – –
CIAS
846
CBIZ Investment Advisory Services
Ohio
$13.2K +$5.88K +84 +70%
GLR
847
Great Lakes Retirement
Ohio
$13K +$14.1K +202 New
LWA
848
Lowe Wealth Advisors
Maryland
$12.9K -$5.95K -85 -30%
EBA
849
Eagle Bay Advisors
New York
$12.9K -$1.26K -18 -8%
LTI
850
Laffer Tengler Investments
Tennessee
$12.9K -$280 -4 -2%