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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
1026
Ropes Wealth Advisors
Massachusetts
$221K +$198K +1,016 New
ANBT
1027
American National Bank & Trust
Texas
$218K – – –
AWE
1028
Avidian Wealth Enterprises
Texas
$218K +$195K +1,000 New
BB
1029
Bell Bank
North Dakota
$218K +$195K +1,000 New
BB
1030
Busey Bank
Illinois
$218K +$195K +1,000 New
CCG
1031
Chatham Capital Group
Georgia
$218K +$195K +1,000 New
FNT
1032
First National Trust
Pennsylvania
$218K +$195K +1,000 New
WSCM
1033
Wellington Shields Capital Management
New York
$218K +$195K +1,000 New
ACM
1034
Advisors Capital Management
New Jersey
$218K +$196K +1,006 New
WAS
1035
Wealth Advisory Solutions
Indiana
$217K -$267K -1,368 -58%
CG
1036
Colony Group
Massachusetts
$217K +$195K +998 New
RSWM
1037
Robertson Stephens Wealth Management
California
$217K +$195K +1,000 New
FCH
1038
Freestone Capital Holdings
Washington
$215K +$50.5K +259 +35%
BWA
1039
Bordeaux Wealth Advisors
California
$214K +$191K +981 New
SW
1040
StrongBox Wealth
Missouri
$214K +$191K +981 New
CAG
1041
Crestwood Advisors Group
Massachusetts
$214K +$192K +982 New
KF
1042
Krilogy Financial
Missouri
$213K -$72.8K -373 -28%
FCM
1043
Firestone Capital Management
Florida
$211K -$20.7K -106 -10%
NL
1044
NWAM LLC
Washington
$211K +$189K +969 New
PA
1045
Pinnacle Associates
New York
$211K +$189K +971 New
FSA
1046
Franklin Street Advisors
North Carolina
$210K +$188K +965 New
PTP
1047
Platform Technology Partners
New York
$209K +$187K +959 New
WIA
1048
World Investment Advisors
California
$208K +$149K +763 New
JWM
1049
JGP Wealth Management
Oregon
$208K +$170K +874 New
MFG
1050
MidWestOne Financial Group
Iowa
$207K +$185K +950 New