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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
LFASL
901
Lugano Financial Advisors SA (LFA)
Switzerland
$7.23K – – –
BCM
902
Blume Capital Management
California
$6.66K – – –
KFS
903
Kelly Financial Services
Massachusetts
$6.6K – – –
DJSG
904
D.J. St. Germain
Massachusetts
$6.46K -$6.9M -111,770 -52%
PI
905
PineBridge Investments
New York
$6.41K -$14.1K -229 -69%
HRC
906
Hoertkorn Richard Charles
$6.41K – – –
LWCFA
907
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.28K -$44.7K -725 -88%
HNWAG
908
High Net Worth Advisory Group
Florida
$6.28K – – –
JC
909
JCSD Capital
California
$6.28K – – –
CT
910
Colonial Trust
South Carolina
$6.28K +$6.17K +100 New
GGI
911
Godsey & Gibb Inc
Virginia
$6.28K +$6.17K +100 New
SWM
912
Sanctuary Wealth Management
Idaho
$6.28K +$6.17K +100 New
SVCP
913
Silicon Valley Capital Partners
California
$6.28K +$6.17K +100 New
IRAG
914
Investment Research & Advisory Group
Georgia
$6.16K – – –
AIC
915
Archer Investment Corporation
Indiana
$6.09K – – –
FFL
916
Financial Freedom LLC
Ohio
$6.09K +$5.99K +97 New
PP
917
PrairieView Partners
Minnesota
$6K – – –
RDIA
918
RE Dickinson Investment Advisors
Iowa
$6K – – –
KSWA
919
Kathleen S. Wright Associates
Pennsylvania
$6K +$6.17K +100 New
T2I
920
Turim 21 Investimentos
Brazil
$5.97K – – –
TFA
921
Toth Financial Advisory
Virginia
$5.66K -$3.52K -57 -39%
CWC
922
Carolinas Wealth Consulting
North Carolina
$5.47K – – –
NC
923
NewSquare Capital
Pennsylvania
$5.47K +$5.37K +87 New
CFFP
924
Center for Financial Planning
Michigan
$5.34K – – –
CAC
925
Core Alternative Capital
Georgia
$5.09K -$6.48K -105 -56%
35 36
37
38 39