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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
851
Hemington Wealth Management
Virginia
$12K +$11.1K +172 New
PA
852
Pineridge Advisors
Missouri
$11.7K – – –
VWM
853
Valley Wealth Managers
New Jersey
$11.1K +$10.7K +165 New
CSWM
854
Cassady Schiller Wealth Management
Ohio
$11K – – –
NECFA
855
New England Capital Financial Advisors
Connecticut
$10.9K -$4.97K -77 -32%
LG
856
LAM Group
Oregon
$10.5K – – –
MCM
857
MV Capital Management
Maryland
$10.5K +$7.11K +110 +239%
GC
858
Gould Capital
Washington
$10.1K -$5.17K -80 -35%
FFA
859
Fairfield Financial Advisors
Massachusetts
$10.1K – – –
PP
860
PFS Partners
New Jersey
$10.1K – – –
NS
861
NBC Securities
Alabama
$10K -$16.8K -260 -62%
MA
862
Montag & Associates
Georgia
$9.87K +$7.11K +110 +297%
TCG
863
Transcendent Capital Group
Oklahoma
$9.4K – – –
SIC
864
SJS Investment Consulting
Ohio
$9.33K +$452 +7 +5%
CTA
865
Colonial Trust Advisors
South Carolina
$9.06K – – –
SC
866
Stephens Consulting
Michigan
$8.86K -$1.81K -28 -18%
PCMC
867
Planning Capital Management Corporation
Pennsylvania
$8.73K -$42.1K -651 -83%
JWA
868
JFS Wealth Advisors
Pennsylvania
$8.26K -$711 -11 -8%
LWCFA
869
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.98K +$646 +10 +10%
MTIC
870
Missouri Trust & Investment Company
Missouri
$7.92K – – –
TAM
871
Tucker Asset Management
Colorado
$7.79K – – –
CWM
872
CarsonAllaria Wealth Management
Illinois
$7.32K -$1.74K -27 -20%
BCM
873
Blume Capital Management
California
$7.12K – – –
HRC
874
Hoertkorn Richard Charles
$6.85K – – –
CT
875
Colonial Trust
South Carolina
$6.71K -$646 -10 -9%
33 34
35
36 37