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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
CHJWM
876
Carlton Hofferkamp & Jenks Wealth Management
Texas
$579K +$195K +759 +45%
SHGA
877
Sand Hill Global Advisors
California
$574K -$30.3K -118 -5%
CFS
878
CRA Financial Services
New Jersey
$572K +$15.4K +60 +3%
TFS
879
TrustCore Financial Services
Tennessee
$569K +$12.8K +50 +2%
BFS
880
Bard Financial Services
Connecticut
$565K -$12.8K -50 -2%
RFG Advisory
881
RFG Advisory
Alabama
$562K -$17.7K -69 -3%
Venture Visionary Partners
882
Venture Visionary Partners
Ohio
$555K – – –
AIA Group
883
AIA Group
Hong Kong
$555K +$156K +607 +36%
PHS
884
Pekin Hardy Strauss
Illinois
$552K +$77.1K +300 +15%
SIGI
885
Susquehanna International Group (Ireland)
Ireland
$550K +$589K +2,293 New
Global Retirement Partners
886
Global Retirement Partners
California
$549K -$11.6K -45 -2%
DWM
887
Doyle Wealth Management
Florida
$549K +$51.4K +200 +10%
ET
888
Equitable Trust
Tennessee
$547K -$42.4K -165 -7%
NL
889
NKCFO LLC
Illinois
$547K +$244K +950 +71%
MCP
890
Mirador Capital Partners
California
$542K -$3.34K -13 -0.6%
Dakota Wealth Management
891
Dakota Wealth Management
Florida
$542K +$580K +2,258 New
FVWA
892
Foster Victor Wealth Advisors
South Carolina
$541K -$308K -1,200 -35%
OA
893
Oxbow Advisors
Texas
$540K – – –
AWM
894
Accel Wealth Management
Iowa
$537K -$8.99K -35 -2%
MCM
895
McRae Capital Management
New Jersey
$536K +$574K +2,235 New
First Citizens Bank & Trust
896
First Citizens Bank & Trust
North Carolina
$535K +$573K +2,232 New
HHAM
897
HITE Hedge Asset Management
Massachusetts
$534K – – –
CWS
898
Cypress Wealth Services
California
$533K -$297K -1,158 -34%
MFA
899
Mayflower Financial Advisors
Massachusetts
$532K +$7.19K +28 +1%
Avantax Planning Partners
900
Avantax Planning Partners
Iowa
$528K +$566K +2,203 New