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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
951
Swan Capital
Florida
$2.53K +$2.62K +35 New
DPW
952
DiNuzzo Private Wealth
Pennsylvania
$2.47K – – –
EWP
953
Elevation Wealth Partners
California
$2.46K +$2.54K +34 New
FDCP
954
Foster Dykema Cabot & Partners
Massachusetts
$2.38K – – –
SGK
955
Steigerwald Gordon & Koch
Virginia
$2.38K +$2.47K +33 New
IWM
956
IMG Wealth Management
Florida
$2.24K – – –
BHWM
957
Bay Harbor Wealth Management
Maryland
$2.24K +$599 +8 +35%
TIM
958
Tortoise Investment Management
New York
$2.24K +$599 +8 +35%
GJIA
959
Glass Jacobson Investment Advisors
Maryland
$2.17K – – –
GA
960
Guerra Advisors
Florida
$2.17K +$2.25K +30 New
MIM
961
Manitou Investment Management
Ontario, Canada
$2.1K +$2.17K +29 New
TC
962
Tacita Capital
Ontario, Canada
$2.02K – – –
WA
963
WPG Advisers
Maryland
$2.02K – – –
CT
964
Colonial Trust
South Carolina
$1.92K -$7.49K -100 -79%
PWA
965
Principia Wealth Advisory
Texas
$1.88K +$225 +3 +13%
AAG
966
Armstrong Advisory Group
Massachusetts
$1.81K – – –
CFS
967
CGC Financial Services
Oregon
$1.81K – – –
FLFS
968
Family Legacy Financial Solutions
North Carolina
$1.81K – – –
MDA
969
Minot DeBlois Advisors
Massachusetts
$1.81K – – –
IA
970
IFS Advisors
Kansas
$1.81K – – –
CFD
971
Creative Financial Designs
Indiana
$1.59K -$43K -575 -96%
AP
972
Aspect Partners
Virginia
$1.59K -$4.34K -58 -73%
GFWA
973
Grey Fox Wealth Advisors
Delaware
$1.59K +$1.65K +22 New
RWS
974
Retirement Wealth Solutions
Wisconsin
$1.52K +$1.57K +21 New
TFM
975
TFC Financial Management
Massachusetts
$1.45K +$674 +9 +82%
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