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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
MGIM
1076
M&G Investment Management
United Kingdom
$278K +$16.2K +63 +6%
STA
1077
Summit Trail Advisors
New York
$278K +$48.3K +188 +19%
PFA
1078
Professional Financial Advisors
Nebraska
$278K +$298K +1,160 New
SAM
1079
Synergy Asset Management
Washington
$277K -$130K -507 -30%
PCP
1080
Proficio Capital Partners
Massachusetts
$277K +$30.8K +120 +12%
ABTD
1081
Arvest Bank Trust Division
Oklahoma
$276K – – –
SC
1082
Sierra Capital
Florida
$276K – – –
WDC
1083
Woodward Diversified Capital
California
$276K +$11.8K +46 +4%
PL
1084
Plancorp LLC
Missouri
$276K +$12.8K +50 +5%
HWA
1085
HHM Wealth Advisors
Tennessee
$274K +$3.34K +13 +1%
AWM
1086
Altus Wealth Management
Kentucky
$273K +$41.1K +160 +16%
DWM
1087
Dorchester Wealth Management
Quebec, Canada
$272K -$286K -1,115 -50%
QPWM
1088
Quadrant Private Wealth Management
Pennsylvania
$272K -$4.11K -16 -1%
FFS
1089
Founders Financial Securities
Maryland
$271K -$228K -886 -44%
MSFS
1090
Main Street Financial Solutions
Pennsylvania
$268K +$61.4K +239 +27%
RCAG
1091
Rehmann Capital Advisory Group
Michigan
$267K -$6.17K -24 -2%
PWMG
1092
Prestige Wealth Management Group
New Jersey
$266K +$285K +1,110 New
GP
1093
Girard Partners
Pennsylvania
$264K -$30.8K -120 -10%
WPC
1094
Waters Parkerson & Co
Louisiana
$264K – – –
YMRC
1095
Yorktown Management & Research Company
Virginia
$264K – – –
JIC
1096
Johnson Investment Counsel
Ohio
$264K +$51.6K +201 +22%
CA
1097
Continuum Advisory
Idaho
$263K +$282K +1,098 New
CFD
1098
Creative Financial Designs
Indiana
$262K -$14.4K -56 -5%
NL
1099
Navalign LLC
California
$261K -$7.71K -30 -3%
KCM
1100
Karp Capital Management
California
$261K – – –
42 43
44
45 46