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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
EW
1126
Evoke Wealth
California
$49K -$24.4K -125 -36%
SFPG
1127
Stonebridge Financial Planning Group
Florida
$49K – – –
MCM
1128
Manchester Capital Management
Vermont
$49K +$42.5K +218 +4,360%
BFC
1129
Bedel Financial Consulting
Indiana
$48K – – –
RMC
1130
Resources Management Corp
Connecticut
$48K – – –
AL
1131
ADE LLC
Maryland
$48K +$43.1K +221 New
FIA
1132
FNY Investment Advisers
New York
$47K -$88K -451 -67%
BWA
1133
BDO Wealth Advisors
Florida
$46K +$21.5K +110 +110%
AF
1134
Allworth Financial
California
$45K +$21.3K +109 +109%
SWA
1135
SOA Wealth Advisors
New York
$45K +$34.5K +177 New
GA
1136
GoalVest Advisory
New York
$45K +$40.2K +206 New
MSFP
1137
Mark Sheptoff Financial Planning
Connecticut
$44K – – –
DSC
1138
Duncker Streett & Co
Missouri
$44K +$390 +2 +1%
SQA
1139
Simon Quick Advisors
New Jersey
$44K +$39K +200 New
IR
1140
Invictus RG
Bermuda
$44K +$39.4K +202 New
SWP
1141
ShoreHaven Wealth Partners
New Jersey
$43K +$39K +200 New
HI
1142
Human Investing
Oregon
$41K – – –
EARNEST Partners
1143
EARNEST Partners
Georgia
$40K – – –
AFG
1144
Albion Financial Group
Utah
$40K +$36.1K +185 New
BFG
1145
Baron Financial Group
New Jersey
$39.2K – – –
RWM
1146
Raffa Wealth Management
District of Columbia
$38.3K -$3.51K -18 -9%
LWANC
1147
Laurel Wealth Advisors (North Carolina)
North Carolina
$38K -$20.3K -104 -37%
PWPS
1148
Pinnacle Wealth Planning Services
Ohio
$38K +$34.3K +176 New
TFGT
1149
TS Financial Group (TSFG)
Illinois
$37K +$29.3K +150 +833%
KFI
1150
Key Financial Inc
Pennsylvania
$37K +$32.8K +168 New