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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
876
BTC Capital Management
Iowa
$414K +$160K +737 +40%
JWM
877
JGP Wealth Management
Oregon
$414K +$430K +1,983 +220%
BOM
878
Bank of Marin
California
$413K +$554K +2,557 New
TSWM
879
Tyler-Stone Wealth Management
Ohio
$413K +$554K +2,558 New
CA
880
Carson Advisory
Georgia
$413K +$555K +2,560 New
ADL
881
Asset Dedication LLC
California
$412K -$54.2K -250 -9%
WWM
882
Wolff Wiese Magana
California
$412K +$19.1K +88 +4%
PAI
883
Pittenger & Anderson Inc
Nebraska
$406K -$143K -659 -21%
MCP
884
Mirador Capital Partners
California
$403K +$51.6K +238 +11%
CCFM
885
Clear Creek Financial Management
Washington
$401K +$270K +1,248 +101%
CIA
886
Caerus Investment Advisors
Texas
$401K +$537K +2,480 New
First Citizens Bank & Trust
887
First Citizens Bank & Trust
North Carolina
$400K +$53.7K +248 +11%
HCM
888
Howland Capital Management
Massachusetts
$399K +$2.17K +10 +0.4%
LSPW
889
Lake Street Private Wealth
Illinois
$397K +$81K +374 +18%
CC
890
Corsicana & Co
Texas
$397K +$533K +2,460 New
Venture Visionary Partners
891
Venture Visionary Partners
Ohio
$396K +$29.3K +135 +6%
AFA
892
Arlington Financial Advisors
California
$396K +$228K +1,052 +75%
VAFP
893
Vahanian & Associates Financial Planning
New York
$396K +$531K +2,451 New
AWA
894
Alta Wealth Advisors
Massachusetts
$396K +$532K +2,453 New
VLC
895
Van Leeuwen & Company
New Jersey
$395K -$477K -2,200 -47%
RCG
896
Regatta Capital Group
California
$395K +$530K +2,444 New
Koshinski Asset Management
897
Koshinski Asset Management
Illinois
$395K -$22.3K -103 -4%
Procyon Advisors
898
Procyon Advisors
Connecticut
$394K -$28K -129 -5%
One Capital Management
899
One Capital Management
California
$394K +$529K +2,441 New
CPA
900
Clear Perspective Advisors
Illinois
$393K -$32.1K -148 -6%