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Block Inc
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Name Holding Trade Value Shares
Change 		Change in
Stake
RF
1101
Robinswood Financial
Washington
$1.27K – – –
GIA
1102
GHP Investment Advisors
Colorado
$1.19K – – –
FLP
1103
Financial Life Planners
Arizona
$1.02K +$984 +12 New
PWA
1104
Principia Wealth Advisory
Texas
$1.02K +$984 +12 New
CA
1105
Centerpoint Advisors
Massachusetts
$1K +$492 +6 New
MIFH
1106
Migdal Insurance & Financial Holdings
Israel
$1K +$902 +11 New
PS
1107
PayPay Securities
Japan
$935 +$574 +7 +175%
WW
1108
Winnow Wealth
Texas
$895 +$902 +11 New
BMC
1109
Bear Mountain Capital
Washington
$878 +$820 +10 New
LWCFA
1110
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$850 -$8.2K -100 -91%
BCH
1111
Berkshire Capital Holdings
California
$850 – – –
JFG
1112
JDM Financial Group
Texas
$850 – – –
PWMG
1113
Private Wealth Management Group
New Jersey
$850 – – –
BWL
1114
Bogart Wealth LLC
Virginia
$680 – – –
TFM
1115
TFC Financial Management
Massachusetts
$680 – – –
TIM
1116
Thompson Investment Management
Wisconsin
$680 – – –
AWM
1117
Abound Wealth Management
Tennessee
$616 -$34.5K -421 -98%
RAM
1118
Riggs Asset Management
Pennsylvania
$613 +$574 +7 New
AWM
1119
Atticus Wealth Management
Florida
$595 – – –
AF
1120
Atala Financial
California
$595 +$574 +7 New
IWM
1121
IMG Wealth Management
Florida
$510 +$492 +6 New
PWM
1122
Parkworth Wealth Management
California
$510 +$492 +6 New
VWM
1123
Vermillion Wealth Management
Minnesota
$510 +$492 +6 New
DFA
1124
DHJJ Financial Advisors
Illinois
$425 – – –
PCFFS
1125
Pacific Center for Financial Services
California
$425 – – –
43 44
45
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