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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
1026
Clear Creek Financial Management
Washington
$314K +$299K +1,287 New
LC
1027
Lindbrook Capital
California
$309K -$26K -112 -8%
GLA
1028
Good Life Advisors
Pennsylvania
$308K +$45.2K +195 +18%
ANBT
1029
American National Bank & Trust
Texas
$308K +$60.8K +262 +26%
RF
1030
Rollins Financial
Georgia
$307K +$292K +1,259 New
AP
1031
Americana Partners
Texas
$306K +$21.1K +91 +8%
BWP
1032
BSW Wealth Partners
Colorado
$306K +$45.7K +197 +19%
DHFB
1033
Dixon Hubard Feinour & Brown
Virginia
$305K – – –
IA
1034
IFG Advisory
Georgia
$304K +$10.4K +45 +4%
TCA
1035
Transcend Capital Advisors
New Jersey
$302K -$79.1K -341 -22%
CWP
1036
Concord Wealth Partners
Virginia
$299K +$23.7K +102 +9%
JCM
1037
Jacobi Capital Management
Pennsylvania
$298K -$45.7K -197 -14%
KF
1038
Krilogy Financial
Missouri
$298K +$38.3K +165 +16%
GP
1039
Girard Partners
Pennsylvania
$297K -$46.4K -200 -14%
RFC
1040
Regions Financial Corp
Alabama
$296K +$11.6K +50 +4%
CCM
1041
CAAS Capital Management
New York
$295K +$280K +1,208 New
OCPWS
1042
One Charles Private Wealth Services
Massachusetts
$294K +$279K +1,205 New
BTW
1043
Boston Trust Walden
Massachusetts
$293K – – –
CG
1044
Colony Group
Massachusetts
$292K -$60.3K -260 -18%
ODG
1045
O'Dell Group
Ohio
$291K -$4.64K -20 -2%
AWE
1046
Avidian Wealth Enterprises
Texas
$290K +$44.1K +190 +19%
AIM
1047
Anchor Investment Management
South Carolina
$290K +$3.94K +17 +1%
TCM
1048
Tuttle Capital Management
Connecticut
$286K -$21.6K -93 -7%
LOAMU
1049
Lombard Odier Asset Management (USA)
New York
$284K -$180K -776 -40%
GLA
1050
Great Lakes Advisors
Illinois
$284K -$14.8K -64 -5%
40 41
42
43 44