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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
1001
Quaker Wealth Management
New Jersey
$723 – – –
SIC
1002
SJS Investment Consulting
Ohio
$652 – – –
MAFA
1003
MJT & Associates Financial Advisory
Minnesota
$579 -$374 -5 -38%
RPA
1004
Redwood Park Advisors
California
$579 +$599 +8 New
TIM
1005
Thompson Investment Management
Wisconsin
$578 -$61.2K -818 -99%
AG
1006
AmeriFlex Group
Nevada
$578 +$599 +8 New
EP
1007
Essential Partners
California
$578 +$599 +8 New
FMP
1008
Financial Management Professionals
Texas
$506 +$225 +3 +75%
KFA
1009
Kelleher Financial Advisors
New York
$506 +$524 +7 New
NSIM
1010
North Star Investment Management
Illinois
$506 +$524 +7 New
TPBG
1011
Turning Point Benefit Group
Maryland
$440 +$449 +6 New
VWM
1012
Vermillion Wealth Management
Minnesota
$434 – – –
BIM
1013
Breakwater Investment Management
Washington
$434 +$449 +6 New
SA
1014
Seneschal Advisors
Washington
$434 +$449 +6 New
DFA
1015
DHJJ Financial Advisors
Illinois
$362 – – –
PCFFS
1016
Pacific Center for Financial Services
California
$362 – – –
TVWM
1017
Tower View Wealth Management
Wisconsin
$362 – – –
DCM
1018
Davis Capital Management
Florida
$361 +$374 +5 New
NL
1019
NVWM LLC
Pennsylvania
$361 +$374 +5 New
KFP
1020
Kerr Financial Planning
California
$359 +$449 +6 New
Q1WB
1021
Quest 10 Wealth Builders
Virginia
$349 – – –
PMIM
1022
Prudent Man Investment Management
Colorado
$340 – – –
DF
1023
DecisionPoint Financial
Arizona
$294 – – –
SC
1024
Stephens Consulting
Michigan
$290 -$1.65K -22 -85%
AWM
1025
Accredited Wealth Management
Kentucky
$290 +$22.6K +302 +7,550%
39 40
41
42 43