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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
MTIM
1076
Marathon Trading Investment Management
Pennsylvania
$226K +$303K +1,400 New
CFG
1077
Cooper Financial Group
California
$225K -$21.7K -100 -7%
RP
1078
Rice Partnership
Hawaii
$225K – – –
GWANC
1079
Guardian Wealth Advisors (North Carolina)
North Carolina
$225K +$302K +1,393 New
CP
1080
CenterBook Partners
Connecticut
$225K +$303K +1,396 New
PFA
1081
Professional Financial Advisors
Nebraska
$224K +$48.5K +224 +19%
SWA
1082
Stratos Wealth Advisors
Ohio
$223K -$386K -1,782 -56%
Boothbay Fund Management
1083
Boothbay Fund Management
New York
$222K -$2.15M -9,925 -88%
PWA
1084
Primoris Wealth Advisors
Florida
$222K +$298K +1,375 New
Regions Financial Corp
1085
Regions Financial Corp
Alabama
$221K -$58.1K -268 -16%
JHCP
1086
Jackson Hole Capital Partners
Oklahoma
$221K +$23K +106 +8%
First Horizon Advisors
1087
First Horizon Advisors
Tennessee
$220K +$29.5K +136 +11%
CAM
1088
Claret Asset Management
Quebec, Canada
$219K – – –
Confluence Wealth Services
1089
Confluence Wealth Services
Pennsylvania
$219K +$295K +1,361 New
MFG
1090
Magnus Financial Group
New York
$217K -$143K -660 -33%
Allworth Financial
1091
Allworth Financial
California
$217K +$18.2K +84 +7%
LRPA
1092
L. Roy Papp & Associates
Arizona
$216K +$3.9K +18 +1%
Level Four Advisory Services
1093
Level Four Advisory Services
Texas
$214K +$287K +1,324 New
EWM
1094
Evermay Wealth Management
Virginia
$212K +$226K +1,045 +391%
KPCM
1095
Kings Point Capital Management
New York
$210K -$4.33K -20 -2%
BWA
1096
Bordeaux Wealth Advisors
California
$210K +$25.4K +117 +10%
IGGA
1097
Iron Gate Global Advisors
Utah
$210K +$33.4K +154 +13%
DGAM
1098
Desjardins Global Asset Management
Quebec, Canada
$209K +$281K +1,299 New
MSFS
1099
Main Street Financial Solutions
Pennsylvania
$208K +$36.4K +168 +15%
Johnson Investment Counsel
1100
Johnson Investment Counsel
Ohio
$208K +$40.3K +186 +17%