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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
851
Osbon Capital Management
Massachusetts
$43.2K -$4.08K -58 -9%
SIC
852
Salem Investment Counselors
North Carolina
$41.6K – – –
SGFG
853
Silver Grove Financial Group
New York
$39.7K +$36.7K +522 New
MFG
854
Mizuho Financial Group
Japan
$38.8K +$35.9K +510 New
PFBT
855
Parkside Financial Bank & Trust
Missouri
$38.6K -$1.05K -15 -3%
RIAS
856
Rachor Investment Advisory Services
Michigan
$37.2K – – –
KFAS
857
Keating Financial Advisory Services
Kansas
$37.2K +$4.36K +62 +14%
TWD
858
True Wealth Design
Ohio
$35.2K +$16.6K +236 +104%
MA
859
Montag & Associates
Georgia
$34K +$17.6K +250 +126%
SIA
860
Sit Investment Associates
Minnesota
$34K – – –
RWM
861
RMG Wealth Management
Wisconsin
$31.3K – – –
OCWP
862
Owl Creek Wealth Partners
Colorado
$30.3K – – –
CPG
863
Cornerstone Planning Group
New Jersey
$30.3K +$1.48K +21 +6%
S
864
Sachetta
Massachusetts
$29.8K +$1.69K +24 +7%
EWP
865
Elevation Wealth Partners
California
$29.6K +$20.5K +292 +301%
MA
866
MCF Advisors
Kentucky
$28.1K -$259K -3,682 -91%
APFP
867
Action Point Financial Planning
Michigan
$27.3K +$25.7K +366 New
JWM
868
JPL Wealth Management
Colorado
$27.1K +$15.8K +225 +170%
STB
869
S&T Bank
Pennsylvania
$26.8K +$4.43K +63 +22%
CFP
870
Comprehensive Financial Planning
Pennsylvania
$26.6K – – –
FUBT
871
First United Bank & Trust
Maryland
$26.6K – – –
MAS
872
MPWM Advisory Solutions
Georgia
$25.8K -$118K -1,678 -83%
NS
873
NBC Securities
Alabama
$25.1K – – –
NB
874
NBT Bank
New York
$24.9K – – –
CB
875
Community Bank
New York
$24.9K – – –
33 34
35
36 37