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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
PH
876
Pinnacle Holdings
Oklahoma
$9.4K +$10.3K +137 New
GI
877
Gradient Investments
Minnesota
$9.2K +$299 +4 +3%
RA
878
Rise Advisors
New York
$9.13K -$2.01M -26,891 -100%
BAM
879
Byrne Asset Management
New Jersey
$9K -$1.05K -14 -9%
NSIM
880
North Star Investment Management
Illinois
$8.79K – – –
BWL
881
Bogart Wealth LLC
Virginia
$8.58K -$17.1K -229 -65%
CSWM
882
Cassady Schiller Wealth Management
Ohio
$8.58K – – –
FSWA
883
Financial Synergies Wealth Advisors
Texas
$8.24K – – –
HFS
884
HBC Financial Services
Washington
$8K +$524 +7 +3%
LG
885
LAM Group
Oregon
$7.96K – – –
LFASL
886
Lugano Financial Advisors SA (LFA)
Switzerland
$7.89K – – –
CIM
887
Contravisory Investment Management
Massachusetts
$7.89K +$8.61K +115 New
LOIM
888
Liberty One Investment Management
Illinois
$7.55K +$8.23K +110 New
BCM
889
Blume Capital Management
California
$7.28K – – –
WWM
890
Wolff Wiese Magana
California
$7K -$2.99K -40 -28%
HRC
891
Hoertkorn Richard Charles
$7K – – –
PI
892
PineBridge Investments
New York
$7K – – –
CA
893
Centerpoint Advisors
Massachusetts
$7K -$1.87K -25 -20%
PP
894
PrairieView Partners
Minnesota
$7K – – –
RDIA
895
RE Dickinson Investment Advisors
Iowa
$7K – – –
CCP
896
Carmel Capital Partners
California
$6.93K +$7.56K +101 New
SWA
897
Sutton Wealth Advisors
Florida
$6.87K -$232K -3,102 -97%
KFS
898
Kelly Financial Services
Massachusetts
$6.87K -$374 -5 -5%
CT
899
Colonial Trust
South Carolina
$6.87K – – –
LWCFA
900
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.87K – – –