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Block Inc

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
1201
Navigation Wealth Management
Colorado
$35K +$36.3K +155 New
ACM
1202
Allred Capital Management
Texas
$34.5K +$35.6K +152 New
TWA
1203
TCI Wealth Advisors
Arizona
$34K +$10.3K +44 +42%
BC
1204
Burleson & Co
California
$34K +$35.3K +151 New
CWA
1205
Clearview Wealth Advisors
Oregon
$32K +$7.72K +33 +30%
Loomis, Sayles & Company
1206
Loomis, Sayles & Company
Massachusetts
$32K +$21.3K +91 +178%
NICM
1207
Neo Ivy Capital Management
New York
$31K -$30.9K -132 -49%
AP
1208
Arlington Partners
Alabama
$31K – – –
SL
1209
Savior LLC
Massachusetts
$31K +$2.34K +10 +8%
TFM
1210
TFC Financial Management
Massachusetts
$30K +$5.15K +22 +20%
WWMSC
1211
Wagner Wealth Management (South Carolina)
South Carolina
$30K +$31.1K +133 New
AS
1212
Altshuler Shaham
Israel
$29K -$549K -2,346 -95%
PMFA
1213
Plante Moran Financial Advisors
Michigan
$29K -$134K -571 -82%
TCM
1214
Tradewinds Capital Management
Washington
$29K -$26.2K -112 -47%
NSIM
1215
North Star Investment Management
Illinois
$29K – – –
RIM
1216
Rockbridge Investment Management
New York
$29K – – –
CTC (Chicago Trading Company)
1217
CTC (Chicago Trading Company)
Illinois
$28.4K +$23.4K +100 +400%
TFA
1218
Toth Financial Advisory
Virginia
$28K +$9.36K +40 +49%
RG
1219
Retirement Group
California
$27K – – –
MA
1220
MCF Advisors
Kentucky
$26K – – –
WAS
1221
Winch Advisory Services
Wisconsin
$26K +$3.98K +17 +18%
AIC
1222
Archer Investment Corporation
Indiana
$25.9K -$6.55K -28 -20%
HFS
1223
Hantz Financial Services
Michigan
$25K +$936 +4 +4%
HFS
1224
HBC Financial Services
Washington
$25K -$30.4K -130 -58%
BCM
1225
Blume Capital Management
California
$24K – – –