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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
1176
Trust Company of Vermont
Vermont
$21K -$975 -5 -5%
WAS
1177
Winch Advisory Services
Wisconsin
$21K +$5.66K +29 +43%
Jones Financial Companies
1178
Jones Financial Companies
Missouri
$21K +$18.7K +96 New
BSSFA
1179
Baron Silver Stevens Financial Advisors
Florida
$21K +$19.5K +100 New
HWM
1180
Holloway Wealth Management
Florida
$20K – – –
BWM
1181
Birchcreek Wealth Management
Ohio
$20K +$18.3K +94 New
SBL
1182
Sargent Bickham Lagudis
Colorado
$19K – – –
EIP
1183
Ellis Investment Partners
Pennsylvania
$18K – – –
TFA
1184
Toth Financial Advisory
Virginia
$18K +$16K +82 New
JFA
1185
JNBA Financial Advisors
Minnesota
$17K +$3.9K +20 +35%
APWA
1186
Atlas Private Wealth Advisors
New Jersey
$16K -$2.73K -14 -16%
TIAM2
1187
Tru Independence Asset Management 2
Oregon
$16K +$14.2K +73 New
BWM
1188
Baystate Wealth Management
Massachusetts
$15K -$5.46K -28 -29%
ICM
1189
Islay Capital Management
Texas
$15K – – –
RFA
1190
Reilly Financial Advisors
California
$15K +$10.7K +55 +344%
SIS
1191
Sound Income Strategies
Florida
$14K +$11.1K +57 +633%
SJIM
1192
St. Johns Investment Management
Florida
$13K – – –
AssetMark Inc
1193
AssetMark Inc
California
$12K +$10.5K +54 New
1IA
1194
1834 Investment Advisors
Wisconsin
$12K +$10.7K +55 New
POIA
1195
Pin Oak Investment Advisors
Texas
$12K +$10.9K +56 New
CCM
1196
Cribstone Capital Management
Maine
$11K -$4.88K -25 -33%
CCMW
1197
Cypress Capital Management (Wyoming)
Wyoming
$11K – – –
LWM
1198
Liberty Wealth Management
California
$11K +$390 +2 +4%
OCM
1199
Orion Capital Management
California
$11K +$9.75K +50 New
IA
1200
Inspire Advisors
Idaho
$11K +$9.95K +51 New