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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
876
Dorchester Wealth Management
Quebec, Canada
$549K -$6.96K -30 -1%
OA
877
Oxbow Advisors
Texas
$549K – – –
CWG
878
Cornerstone Wealth Group
North Carolina
$546K +$542K +2,335 New
HHAM
879
HITE Hedge Asset Management
Massachusetts
$543K – – –
FWM
880
Focused Wealth Management
New York
$539K +$2.78K +12 +0.5%
TFS
881
Thoroughbred Financial Services
Tennessee
$534K +$84.2K +363 +20%
WCWM
882
Willow Creek Wealth Management
California
$528K +$1.39K +6 +0.3%
OGC
883
Oak Grove Capital
New Hampshire
$527K -$23.2K -100 -4%
UMC
884
United Maritime Capital
New York
$524K +$34.8K +150 +8%
PWLP
885
Prio Wealth Limited Partnership
Massachusetts
$519K – – –
BU
886
BBVA USA
Alabama
$518K +$493K +2,124 New
DWM
887
Doyle Wealth Management
Florida
$510K – – –
VFM
888
Vivid Financial Management
California
$507K +$15.3K +66 +3%
MFA
889
Mayflower Financial Advisors
Massachusetts
$503K +$27.8K +120 +6%
WMA
890
Wealth Management Associates
New Jersey
$501K +$71.7K +309 +18%
NFG
891
Nations Financial Group
Iowa
$499K -$58K -250 -11%
Robertson Stephens Wealth Management
892
Robertson Stephens Wealth Management
California
$497K +$241K +1,040 +104%
AWA
893
Arete Wealth Advisors
Illinois
$495K -$85.1K -367 -10%
KPW
894
Kore Private Wealth
New York
$493K -$34.6K -149 -7%
CGL
895
Clarius Group LLC
Washington
$493K +$11.6K +50 +3%
Segall Bryant & Hamill
896
Segall Bryant & Hamill
Illinois
$492K -$279K -1,202 -37%
OIM
897
Oder Investment Management
California
$492K -$8.81K -38 -2%
LSPW
898
Lake Street Private Wealth
Illinois
$492K +$22.3K +96 +5%
FFS
899
Founders Financial Securities
Maryland
$492K +$263K +1,135 +129%
SM
900
SG3 Management
Puerto Rico
$488K -$1.16M -5,000 -71%