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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
951
CVA Family Office
Colorado
$6.11K +$4.47K +79 New
CYG
952
Clean Yield Group
Vermont
$5.42K – – –
ICM
953
Islay Capital Management
Texas
$5.42K – – –
CT
954
Caldwell Trust
Florida
$5.34K – – –
AT
955
Arlington Trust
Alabama
$4.49K +$3.28K +58 New
PK
956
Pflug Koory
Nebraska
$4.41K – – –
NC
957
NewSquare Capital
Pennsylvania
$4.1K -$58.2K -1,029 -95%
KFS
958
Kelly Financial Services
Massachusetts
$3.87K -$509 -9 -15%
BC
959
Barrett & Company
Rhode Island
$3.87K – – –
OC
960
Oakworth Capital
Alabama
$3.87K – – –
AEPWM
961
Atlantic Edge Private Wealth Management
Florida
$3.87K +$2.83K +50 New
BL
962
BFSG LLC
California
$3.87K +$2.83K +50 New
WTG
963
West Tower Group
Virginia
$3.87K -$2.88K -51 -50%
CQS
964
Credential Qtrade Securities
$3.87K +$2.83K +50 New
HWA
965
Heritage Wealth Advisors
Virginia
$3.79K – – –
JFA
966
JNBA Financial Advisors
Minnesota
$3.64K – – –
GWSA
967
Global Wealth Strategies & Associates
Colorado
$3.56K – – –
HFM
968
Hartford Financial Management
Connecticut
$3.33K – – –
BGAI
969
Bruce G. Allen Investments
Colorado
$3.33K +$2.43K +43 New
CMBA
970
C.M. Bidwell & Associates
Hawaii
$3.17K – – –
CWM
971
Cedar Wealth Management
California
$3.09K – – –
AWM
972
Abound Wealth Management
Tennessee
$3.02K -$7.92K -140 -78%
WIA
973
Wetzel Investment Advisors
Indiana
$3K +$1.98K +35 New
GBT
974
Grove Bank & Trust
Florida
$2.94K -$14.7K -260 -87%
VCM
975
Versant Capital Management
Arizona
$2.94K -$170 -3 -7%
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