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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
851
CarsonAllaria Wealth Management
Illinois
$9.05K +$8.5K +136 New
BTI
852
Blue Trust Inc
Georgia
$9K -$7.75K -124 -48%
CTA
853
Colonial Trust Advisors
South Carolina
$8.99K -$625 -10 -7%
WWP
854
WR Wealth Planners
Missouri
$8.92K -$1.25K -20 -13%
GI
855
Gradient Investments
Minnesota
$8.92K – – –
RA
856
Rise Advisors
New York
$8.85K – – –
NSIM
857
North Star Investment Management
Illinois
$8.52K – – –
OLVIG
858
Oliver Lagore Vanvalin Investment Group
Michigan
$8.39K -$12.5K -200 -61%
ZB
859
Zions Bancorporation
Utah
$8.32K -$7.06K -113 -47%
CSWM
860
Cassady Schiller Wealth Management
Ohio
$8.32K – – –
VF
861
VitalStone Financial
Texas
$8K -$8.25K -132 -49%
BWM
862
BerganKDV Wealth Management
Minnesota
$7.72K -$2.94K -47 -29%
LG
863
LAM Group
Oregon
$7.72K – – –
LFASL
864
Lugano Financial Advisors SA (LFA)
Switzerland
$7.66K – – –
EC
865
Elequin Capital
New York
$7.39K +$6.93K +111 New
LOIM
866
Liberty One Investment Management
Illinois
$7.32K – – –
BCM
867
Blume Capital Management
California
$7.06K – – –
MIFH
868
Migdal Insurance & Financial Holdings
Israel
$7K -$7.81K -125 -53%
RDIA
869
RE Dickinson Investment Advisors
Iowa
$7K – – –
HRC
870
Hoertkorn Richard Charles
$6.79K – – –
VSQM
871
V-Square Quantitative Management
Illinois
$6.79K +$6.37K +102 New
CCP
872
Carmel Capital Partners
California
$6.72K – – –
CCM
873
Chilton Capital Management
Texas
$6.66K – – –
CT
874
Colonial Trust
South Carolina
$6.66K – – –
KFS
875
Kelly Financial Services
Massachusetts
$6.66K – – –
33 34
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36 37