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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
ETI
901
Enterprise Trust & Investment
California
$57K – – –
EW
902
Evoke Wealth
California
$57K +$28.2K +200 +133%
BWP
903
Baldwin Wealth Partners
Massachusetts
$56K – – –
BWL
904
Bogart Wealth LLC
Virginia
$53K – – –
APC
905
Aspire Private Capital
North Carolina
$52K +$44.8K +317 New
CFB
906
Cullen/Frost Bankers
Texas
$51K -$73.6K -521 -63%
SWA
907
Sutton Wealth Advisors
Florida
$49.9K – – –
LJHT
908
Laurie J. Hall Trustee
$49K +$42.4K +300 New
HFS
909
HBC Financial Services
Washington
$46K -$49.4K -350 -58%
CFG
910
Capstone Financial Group
Oklahoma
$46K -$19.8K -140 -35%
LWANC
911
Laurel Wealth Advisors (North Carolina)
North Carolina
$46K – – –
SFPG
912
Stonebridge Financial Planning Group
Florida
$42K – – –
HFS
913
Horizon Financial Services
North Carolina
$42K +$36.4K +258 New
EWM
914
Edge Wealth Management
New York
$41K -$38.1K -270 -52%
JSC
915
Jackson Square Capital
California
$41K -$2.82K -20 -7%
JWA
916
JFS Wealth Advisors
Pennsylvania
$41K – – –
MWP
917
Meridian Wealth Partners
Pennsylvania
$41K – – –
PP
918
PrairieView Partners
Minnesota
$41K – – –
SSB
919
Sandy Spring Bank
Maryland
$41K – – –
OIA
920
Optimum Investment Advisors
Illinois
$41K +$35.7K +253 New
CHAM
921
Clear Harbor Asset Management
Connecticut
$40.6K +$35.3K +250 New
SC
922
SouthState Corp
Florida
$40K +$35.3K +250 New
GG
923
Gleason Group
Kentucky
$38K – – –
BFC
924
Bedel Financial Consulting
Indiana
$36K -$14.8K -105 -32%
RMC
925
Resources Management Corp
Connecticut
$36K +$28.2K +200 +1,000%
35 36
37
38 39