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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
TGY2IT
826
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$11.9K +$12K +198 New
MA
827
Montag & Associates
Georgia
$11.9K -$4.86K -80 -29%
AFG
828
Albion Financial Group
Utah
$11.8K – – –
NWM
829
Nova Wealth Management
Florida
$11.8K – – –
KG
830
Kilter Group
New York
$11.7K -$608 -10 -5%
SC
831
SouthState Corp
Florida
$11.3K -$1.03K -17 -8%
KFI
832
Key Financial Inc
Pennsylvania
$11.3K – – –
AAG
833
Armstrong Advisory Group
Massachusetts
$10.8K +$9.36K +154 +616%
RF
834
Rossby Financial
Florida
$10.4K +$6.2K +102 +140%
AIM
835
Anchor Investment Management
South Carolina
$10.4K – – –
KFA
836
Kelleher Financial Advisors
New York
$10.4K +$8.88K +146 +2,086%
HWP
837
Highline Wealth Partners
California
$10.2K +$6.99K +115 +209%
NECFA
838
New England Capital Financial Advisors
Connecticut
$9.75K – – –
AF
839
Advisornet Financial
Minnesota
$9.69K -$156K -2,561 -94%
IWM
840
IMG Wealth Management
Florida
$9.45K +$2.19K +36 +30%
LG
841
LAM Group
Oregon
$9.45K +$9.55K +157 New
TFA
842
Transamerica Financial Advisors
Florida
$9.21K +$3.95K +65 +74%
MHR
843
Matthew Hamilton Rosenberg
$9.15K -$10.5K -173 -53%
GC
844
Gould Capital
Washington
$9.03K – – –
POIA
845
Pin Oak Investment Advisors
Texas
$9K – – –
AW
846
Avion Wealth
Texas
$9K +$426 +7 +5%
VNA
847
Valley National Advisers
Pennsylvania
$9K +$3.53K +58 +58%
FFO
848
Fortitude Family Office
Arizona
$8.97K +$4.01K +66 +80%
CNBT
849
Cornerstone National Bank & Trust
Illinois
$8.93K +$9.12K +150 New
CFG
850
Clayton Financial Group
Missouri
$8.91K +$3.95K +65 +78%
32 33
34
35 36